The best alternatives link today has to be the link to the Alts & Income Virtual Summit. That’s right, it’s a virtual conference where anyone on the internet can go and listen to online presentations, connect and network with others listening to the conference, as well as answer poll questions during the presentations.
Category: Managed Futures
21
May
2014
20
May
2014
Why Hedge Funds Don’t Care if They’re Underperforming the S&P
So the next time there’s an article claiming Hedge Funds (or other Alternative Investments) as underperforming the S&P 500, realize they are telling you that the Filet tastes meatier than the Salmon. The Salmon is half the calories and half the fat content… if it doesn’t taste as meaty – that’s usually on purpose.
19
May
2014
Getting out of the Game
For those who’ve been too busy looking at the fines, guilty pleas, and general misdeeds at the big banks over the last year – you may not have realized their getting out of the commodities trading game, en masse. A recent Bloomberg piece laid out the latest deals for bank’s commodities units :
16
May
2014
The Brent/WTI Competition Continues
So why are we bringing this up almost two and a half years after the contract was launched? It just so happens, we received an email notification yesterday, that the NYMEX (owned by the CME) Brent contract…
14
May
2014
Humpday Links: Alternative Domination
Humpday Links: Alternative Domination. We’ve noticed an increase of articles about alternative investments, especially a focus on what makes an alternative investment, alternative.
13
May
2014
How’s Your Commodity Exposure Performing?
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. C’mon futures…
09
May
2014
05
May
2014
Managed Futures April Performance
It’s the first full week of May, meaning those who aren’t Googling “Sell in May and go away” (see our take here) are looking at their statements seeing how April turned out. It was somewhat of an odd month from our viewpoint, with a few of the programs we track having a tough go of it in April; but the indices finishing up around even. {Past performance is not necessarily indicative of future results}.
01
May
2014
All That Ag: Price Distortion, Live Cattle, and Surreal Soybeans
18% in a couple months might just convince any performance chaser to reallocate funds that way, and according to M6 Capital in their recent newsletter, that’s just what many investors did, with a heavy inflow into the Ag Markets. But will performance chasers be rewarded? M6 says people seeking to make money when commodity prices are rising might want to think again, suggesting that some of the “food” Commodities are overweighted due to the massive inflow of funds in the Ag markets this year.
01
May
2014
Sell in May, and Look Managed Futures Way?
Is it really that easy? Just sell in May? Does it matter if stocks have been going up leading into May, what about if they’re down? What if we’re in the 2nd year of a presidential cycle?
