Markets & Macro Commentary
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Long-only Commodity ETFs vs. Futures- April 2012
Time for our monthly look at how the long only commodity ETFs are performing versus simply holding the December futures…
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Will December 2012 be August 2011’s Encore?
Last August, political brinkmanship in Congress over the debt ceiling generated a great deal of uncertainty in the markets. This…
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Trading Cocoa is Easy? Yeah, Right…
Whenever someone says that futures trading is easy, we just shake our heads. Not only are they wrong, but such…
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Extraterrestrial Returns?
A collection of billionaires and space enthusiasts have announced plans to mine asteroids for precious metals. We love sci-fi (and…
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Mining the Data on Miners and Metals
Owning a piece of the Gold (or Silver, or Copper) that actually gets pulled out of the ground has been…
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A Greener Futures Contract?
As the global warming debate continues to heat up, our European counterparts have instituted a carbon permit system, where carbon…
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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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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…
