With planting season right around the corner, and spring just days away, it’s just about the time when investors looking for diversification turn their sights towards the Ag Markets. M6 Capital provides commentary on the markets, and what we could expect for the future.
Category: Managed Futures
Chart of the Week: YTD Asset Class Scoreboard
Here’s our usual monthly look at the scoreboard, after the February numbers for everything we track are finally in. That’s a rarely seen octuple, with all 8 asset classes posting positive performance in February, and all but managed futures positive on the year. C’mon managed futures … get in the game!
Return of Commodity Sex Appeal?
Are commodities getting their groove back? For all those who think you can only make money in commodities when they go up, this chart is a good sign. For those who know about making money whether commodities go up or down – this chart is a good sign. Which brings us to our monthly table tracking futures contracts versus the ETF’s the supposedly track them.
Chart of the Week: Hog Prices and the Deadly Diarrhea Swine Virus
Sometimes the headlines just write themselves… Hogs have been up 15 out of the past 20 days, with a run of six straight up days in there and two “up limit” moves based on this diarrhea virus. Just what is ‘up limit’ or as it’s also called – ‘Limit Up’? And how much could you lose if you were on the wrong side of the trade?
Managed Futures February Performance: Some Programs Shine, Indices Stagnant
February is a prime example of how and why the indices that track managed futures as an investment class are not always a true representation of how managers in the industry are performing. Here’s a look at the four managed futures indices we track month to month, and individual programs for February.
The Intertwining of Commodities and the Ukrainian Russian Conflict
Russia and Ukraine grow about 17% of the global supply of Wheat and 16% of Corn, according to the U.S. Department of Agriculture. Plus, Natural Gas is a small factor in the conflict. Will these markets be affected?
Chart of the Week: Managed Futures AUM Controversy
Discussing the AUM of the managed futures industry can be tricky. It’s this very reason that we are reading conflicting reports of 2013 AUM and asset flows for Managed Futures.
Thank You – Attain wins “Best CTA Broker” Award
We’ll say simply… Thank You. Thanks to those who have been clients going on 12 years. Thanks to those who fought with us during the PFG crisis. Thanks to the CTA’s who manage our clients funds with such care and diligence. Now, back to work!
Sell Everything and Buy Stocks Part 2
while everyone else is evaluating the valuations of the stock market itself, we’re looking at things a bit differently – and analyzing how far the thing needing diversification from (stocks) has out run the diversifier (alternatives)… We’re interested in analyzing how the S&P 500 is performing relative to managed futures.