How much of a role will El Nino and a possible La Nina play on the grain and meat markets in 2016. Here are 4 charts that could help
Category: Macro Commentary
08
Feb
2016
4 More Realistic Ways To Invest in Crude Oil… (Not Named $USO)
Don’t just buy and hold Crude Oil USO. Invest in a strategy that can do well when Crude Oil rebounds, but also does well when it is in free fall.
01
Feb
2016
The January 2016 Litmus Test
Managed Futures performed just as we expect them to in a market crisis – finishing off January up +4.13%.
13
Jan
2016
Managed Futures 2015 Strategy Review
While the headlines and summaries of 2015 will focus on a flat year for stocks and rout in commodity markets – the year was anything but that simple. There was a rally in energy prices, as hard as that is to believe now. There were new highs in the stock market, punctuated by a sharp […]
04
Jan
2016
Final 2015 Asset Class Results
Some might call the performance of the different asset classes we track a wash in 2015, as six of the top eight strategies finished within roughly 4% of each other after twelve months.
30
Dec
2015
The Big Short – Enlightened & Frustrated
If you’re looking for an over the top Wall Street movie filled with drugs, parties, and irresponsible behavior, this isn’t the movie you’ll enjoy.
16
Dec
2015
Infographic: Your Portfolio Guide to Rising Interest Rates
We’re less than an hour away from the Federal Reserve potentially raising rates for the first time in nine years. If the Fed raises rates and continues to raise rates throughout 2016, it could spark a change in the way your portfolio performs. In the meantime, we created an infographic for “Your Guide to Rising […]
06
Oct
2015
Asset Class Scoreboard Entering the Final Quarter
We’re entering the final quarter of 2015, and if we take the sports analogy a little further – it’s time for the star of your portfolio to show up if there’s any hope of winning the game. Because no matter the make up of your team in 2015, you’re likely losing through three quarters, with […]
29
Sep
2015
Steer Clear of Copper Coated Brazilian Cattle
While alternative investment professionals often extol market diversification as a risk tool (never too much bet on any one opportunity), what we enjoy – as investors – about so many markets available to such pros is so many opportunities for returns. There’s nearly always a larger discussion to be had which ignores the all-encompassing CNBC discussion on whether equities […]
24
Sep
2015
A 32 Year Record in Cattle Kills Driving Markets?
The past week’s steer and heifer slaughter, at 469,000 head, was the largest weekly kill thus far in 2015. The last time the slaughter reached year-to-date high levels in the month of September was more than 30 years ago (1983).
