Markets & Macro Commentary
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Weekend Reads
What a week. You’ve got Buffett bailing out Bank of America. Earthquake rocks the East coast. Hurricane is about to…
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Grains Defy Global Slide
With many pundits coming out and saying we are already in recession, no need debating it – and the stock…
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Cue the Natural Disasters
Just when everything seemed to be on solid footing again, with stocks not named Bank of America seeming to have…
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Asset Class Scoreboard through July 2011
File the following into the mostly useless category. We’ve got our monthly asset class scoreboard update below, but after the…
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So much for the European Short Sale Ban…
The other day, upon receiving notice of limitations being imposed by clearing firms on the short sale of European stock…
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No more Euro Stoxx shorting via futures?
As the Euro Debt Crisis deepens, France, Belgium, Italy and Spain have all taken the seemingly last ditch effort of…
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Anatomy of a Trend Following Trade – the Short Side
We’ve talked a few times this week about how managed futures are long volatility investment which tends to do well…
