Here’s our monthly look at the various commodity ETFs and how they track a simple strategy of buying December futures and rolling them annually. Plus, a comparison to Ag Traders and an overall commodity index.
Category: Managed Futures
15
Sep
2014
12
Sep
2014
Weekend Reads
As music sales fall, sax player Kenny G turns to stockpicking – (Reuters)
The Long and Short of Long/Short Strategies – (Attain Alternatives Blog)
CBOE looks to shed some regulatory duties – (Crains)
11
Sep
2014
The Long and Short of Long/Short Strategies
One of the lasting effects of the 2008 market crisis may turn out to be the flood of assets into long/short equity strategies, which promise to give the upside of the stock market without the nasty downturns (although they don’t always deliver on that promise). What do we mean by a flood of assets…. Fast forward to the present, and we’re seeing that same strategy of deploying a more sophisticated approach boil over from equities into commodities, which have been decidedly out of sync with the ‘commodity super cycle’ promoted by Jim Rogers and others back in 2005 to 2007. But what is long/short commodities?
08
Sep
2014
Asset Class Scoreboard YTD
Everyone down, now everyone back up (except you commodities…). Seems like everything has been moving in tandem of late, with everything reversing their July losses for gains in August.
05
Sep
2014
The Top 37 Posts Ranked by Readers this Summer
This week is a significant week for many: the end of summer, the end of vacation, beginning of a new school year, the start of the NFL season (Go Bears!), and a possible move in the markets. But between all your summer plans, you might have elected to turn off those phones, tablets, fancy gadgets, […]
03
Sep
2014
Alternative Links: A Mixed Batch
What’s making headlines in Alternative Investments this week
03
Sep
2014
Managed Futures August Performance
August will go down as one of those months in which Managed Futures (specifically trend followers) were able to fully capitalize off of futures markets & sectors moving in different directions simultaneously to create unique trends.
02
Sep
2014
Forget the Fed, should we be Worrying about Japan
If the Federal Reserve isn’t going to be the catalyst for interest rates finally moving higher, maybe it will be another player?? That’s the question floating around today after the Bank of Japan made an inconsistent choice (via Reuters).
28
Aug
2014
Does the iPhone come in John Deere Green?
how many farmers use their smartphone to access grains and livestock pricing on the CME Group website? Luckily, Open Markets has just the data we’re looking for. It’s even in infographic form. Enjoy.
25
Aug
2014
Trade Commodities instead of ‘Invest’ in them?
Now, some might take that to mean that commodities should be avoided, and here’s where it gets a little confusing – because the lesson from this shouldn’t be that ‘commodities’ are to be avoided and that ‘commodities’ add volatility and reduce return. The lesson should be that Long-Only Commodities do those bad things. The lesson should be it that diversification into the commodities space isn’t as simple as buying and holding those volatile commodities. The lesson might be that they are better for ‘trading’, as Carlson points out, then ‘investing’.
