Beware the ides of March. This past month showed madness in more than one way. Markets began to internalize the ramifications of the ongoing tragedy in Ukraine amidst the backdrop of inflation in the west. Despite much uncertainty, market volatility generally declined for the later 2/3rd of the month. Equity prices rallied hard. Commodities, which […]
Category: Education
06
Apr
2022
30
Mar
2022
Get the Ammo Ready: Defining the Spaghetti Cannon Theory
If you ever have been involved in developing products, you’ve probably heard the saying, “let’s throw these ideas against the wall and see what sticks.” Back in the day, throwing spaghetti against the wall was an old method to test to see if it was ready to be taken out of the boiling water; if […]
15
Feb
2022
Mutual Fund Performance: January
The start of the New Year provided a rude awakening to the few remaining people lulled to sleep by the die-hard equities bull market. While the world faced the worst COVID case spike of the pandemic, it also had to come to terms with a more hawkish posture from the Fed. Markets trended hard for […]
07
Feb
2022
Asset Class Scoreboard: January
Well… looks like 2022 isn’t going to be the up, up, and away risk on love fest 2021 was. The first month of the year reminded everyone quite quickly that there is real risk in this market. US stocks, world stocks, hedge funds, and real estate all took a turn lower, with the S&P down […]
25
Jan
2022
December Mutual Fund Flows
On the whole, investors followed through on their intention to diversify into liquid alternatives. Whether it was the prospect of continued inflation or a rise in interest rates, December was the month for diversification. This was particularly apparent when you look at mutual funds that combine equities with some non-or negatively correlated assets like managed […]
14
Jan
2022
Mutual Fund Performance – December 2021
December markets brought some volatility as the world attempted to figure out the relative impact of omicron and the Fed likelihood of raising rates sooner than expected amidst some potentially improving job numbers and high inflation metrics. Trend following programs generally fared poorly (unless you stayed long oil), but not bad enough to erase a […]
13
Jan
2022
Emissions Trading and Carbon Allowance Futures with Michael Azlen
We’re taking a trip across the pond to London in this episode and diving into the carbon markets and emissions trading with Michael Azlen, CEO and founder of Carbon Cap Fund and Management. Whether you care about making money off trending carbon emission prices, or saving the planet, or both… Mike has become a leading […]
07
Jan
2022
Asset Class Scoreboard: December 2021
December quickly turned around from a red November, providing a rally we didn’t see coming and closing out 2021 strong. Real estate, Commodities, and Stocks were the top performers of the year, where hedge funds and bonds could use some improvement. Our preferred managed futures coasted through the year, ending the year positively. We’re looking […]
03
Dec
2021
Asset Class Scoreboard: November 2021
Well, things certainly took an interesting turn in November, with most asset classes squarely in the red after a post-Thanksgiving Black Friday sell-off and failed bounce on the last two days. Commodities got smoked, led by the energy complex, dropping -10.59% – taking down any risk on class: U.S. Stocks, World Stocks, Hedge funds, U.S. […]
10
Nov
2021
Investing…YouTube Influencer Style
Since its creation in 2005, YouTube has grown into a social media powerhouse. The social media platform isn’t just used to watch music videos or funny skits anymore. But, instead, generations like Millennials and Gen-Z are accessing YouTube to learn how to do things, like, makeup tutorials, playing new games, and discovering new investment opportunities. […]
