Managed Futures & Trend Following
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Is Trend Following Back?
We feel like we spent the bulk of the first quarter writing about how managed futures was lusting after a…
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UNG- The Cautionary Tale
Every month, we publish a table that compares popular long-only commodity fund performance with the results of purchasing a December…
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A Reversal in the Trend
We’ve never been timid with our criticism of hedge funds, which is why we’re so often frustrated by the association…
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The (Mutual Fund) Empire Strikes Back
We’ve been longstanding critics of managed futures mutual funds, in no small part due to the mismatched regulatory structure –…
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A PSA for CTAs- Do it Right From Day One
We ran into a CTA recently who had a nice-looking track record, and we were excited about where the conversation…
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How Low Can it Go?
Since the peak in mid-2008, natural gas has been playing an impressive game of limbo. Just when you thought it…
