Here are the Contango/Backwardation curves of 9 Commodity Markets extending into 2017.
Category: Macro Commentary
24
Mar
2016
29
Mar
2016
The Looniness of the Canadian Loonie and Oil Sands
Many are blaming the Loonie’s downward move on crude oil’s recent drawdown, the largest drawdown in history.
28
Apr
2016
What the NFL Draft can Teach us about Investing
The NFL draft is back in Chicago and the more we think about it, the more the process of drafting players is the same as choosing your investment portfolio
29
Apr
2016
A Full Out Assault on 60/40
Are investors finally waking up to the fact that chasing recent returns isn’t the best strategy?
10
May
2016
Stocks aren’t Bad, they’re just not Good
The S&P 500 isn’t a bad investment, it’s just not a good one. It will test your nerve, and then test it some more
16
May
2016
How did Ackman get so Married to this Valeant Trade
So how does a successful hedge fund manager like this can get so married to a trade? That’s the hallmark sign of a bad trader – someone who doesn’t cut their losses or worse yet, add on to losing positions.
15
Jun
2016
The Most Boring Rate Hike Cycle Ever?
It seems like a lot has happened since the last rate hike, so we updated our infographic to reflect the current environment.
16
Jun
2016
Why the Brexit is Binary Bollocks for Investors
Here’s a reminder of what a binary movement like Brexit does to the markets, and what it means for investors
23
Jun
2016
Ag Traders Time to Shine?
Is this the beginning of something big in terms of volatility rising to levels where discretionary ag traders can make some hay?
01
Jul
2016
Midyear Performance of Asset Class Scoreboard
For the second time in 2016, Managed Futures posted a monthly performance above 4%, thanks to the Brexit volatility that shocked the market last week.
