Managed Futures & Trend Following
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Newsletter: Analyzing MF Drawdown, Recovery, & Run-Up Cycles
Our Monday night newsletter is up at: https://bit.ly/cvOBAf. Of particular interest given the current environment of systematic multi-market managers making…
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Newsletter: Managed Futures shine on Rolling 3yr ROR
This week’s newsletter is up: https://bit.ly/buDxLD We look at the various asset classes YTD, plus crunch data on rolling 3…
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5 points to consider with Gold at New all time highs in (in USD)
A few interesting things to note about Gold’s climb above $1,283/oz today to a new all time high. 1) This…
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How should Managed Futures do… if a) there is a Bond Bubble, and b) it bursts?
With US 30yr bonds down about 4.5%, US 10yrs down about -3%, and Euro Bunds down -2.8% since their end…
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Oil Contango Continues To Hurt Index Funds; Helps Calendar Spread Traders
The contango conditions in Crude Oil futures that have been a real hindrance to commodity ETF’s (USO for example) continued…
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CFTC finally wakes up on Forex Regulation
The CFTC finally made a common sense rule on Forex this past week – saying that if you are soliciting…
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The Emerging Manager Conundrum:
Finding up and coming talent (investments) is a tough task in any asset class, and not unique to just emerging…
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Any research projects for us to tackle?
The ‘idea quiver’ is running a little low looking at the possible newsletter topics going out a few weeks. We’ll…
