Argentina’s Biofuels Chamber, The EPA, The National Biodiesel Board, and the European Union!? Who knew Soybean Oil policies could be so exciting
Category: Markets
02
Feb
2015
12
Jan
2015
2014 – Best/Worst Performing Asset Classes
What “sport” has 1000s of teams, no rules, gets played night and day across the world with a scoreboard updated minute by minute, day by day, year by year, and decade by decade. It’s none other than the “game” of investing, where a new year is a great time to see where different assets finished in relation to each other.
30
Dec
2014
The 2014 Commy Awards
The Emmy Awards, the Webby’s, the ESPY’s, (why do they all end in y’s) we decided to do our own commodity awards… The 2014 Commy Awards:
23
Dec
2014
This Year’s Santa Claus Rally
It’s the most wonderful time of year for those heavily weighted in the stock index ETFs… At least if you’re a believer of the famous “Santa Claus Rally,” which simply means that in the past, December has been historically kind to stock market returns. You know how we feel about past performance… it is not indicative to future results.
But we can’t deny if said past performance has been good for stocks.
11
Dec
2014
6 Takeaways from the Performance of 8 Asset Classes YTD
While us Managed Futures folk are a little giddy over recent performance (the best performing asset class the past three months), even we need a reminder that Managed Futures strategies (and true alternative investments) aren’t trying to outperform stocks or real estate
24
Nov
2014
10 of the Worst ETFs Money Can Buy
Without Further ado, the Top 10 worst performing ETFs over the past twelve months:
07
Nov
2014
Beef: Why there’s a Five Guys in your Town
It’s been a little over 10 months since we’ve looked at the Meat markets (Live and Feeder Cattle) hitting all time highs, and if you think that’s because the ascent has slowed down… think again. It’s almost become S&P-like boring to talk about…. Ho hum, another all time high in Cattle today as the market has marched on and on this year. . Feeder Cattle is up 42%, while Live cattle is up 22% YTD. But it’s not just this year. The cattle markets have been in a consistent uptrend the past 4-5 years, more than doubling in price since 2010 {past performance is not necessarily indicative of future results}.
30
Oct
2014
The Scary Commodities this Halloween
Halloween is here once more, and everyone around the office is gearing up: carving pumpkins, buying candy for trick or treat-ers, and last minute runs to the store for costumes. To get everyone else in the mood, we found some Halloween like similarities in the futures markets we couldn’t help but share. Costumes: Last year, […]
28
Oct
2014
Pursuing Portfolio Perfection
It’s long been argued that that the point of “True Diversification” is to offer the lowest volatility providing the most returns. But what if exposing yourself to the lowest amount of Volatility is actually not the right choice? What if “Low Volatility is not so Smart?” We decided to take on the quest of the perfect portfolio, running the data on the 5 portfolio’s listed above over the past 10 years, to see which portfolio offered the best approach.
27
Oct
2014
Past, Present, and Future in 30 Year Bond Futures
While everyone was watching the US Stock market bounce +5% over the last 8 trading days, there were a few hours of sheer terror/excitement (depending on what side of the trade you were on) in the 30 year US Bond Futures market at 10:00 am hour on October 22nd . What? Say you… I don’t remember any big moves in bonds at that time. And if you were looking at the so called ‘front month’ contract, you would be correct. The December 2014 bond futures traded in a range of 142-10 to 142-12 between 10 am and 1 pm last Wednesday, as you can see below.
