Markets & Macro Commentary
-

Searching for Volatile Macro Environments with Alfonso Peccatiello, The Macro Compass
What was the short-lived SVB baking crisis all about? Has it forced the Fed’s hand? Are we done tightening? Lots…
-

Semi-Annual Managed Futures Rankings 2023
Semi-Annual Managed Futures Rankings : Our ranking of the best managed futures, trend following, and commodity hedge funds ranks the…
-

Mutual Fund performance: February
February gave back some of the optimism in January. The markets continued to pay attention to point/counter-point of economic data…
-

You still don’t have enough Trend Following or Foreign Equity exposure with Meb Faber
Grab your favorite trucker hat/baseball cap, and settle in for this episode where Jeff picks Meb Faber’s @MebFaber brain on…
-

Mutual Fund Performance: December 2022
The weather outside was frightful for some of the US markets in December. As risks of recession loomed, equities and…

