Markets & Macro Commentary
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Week in Review
With the holiday over the past weekend, we took a break from sending out our newsletter, but wanted to make…
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Weekend Reads
It’s the Friday before Memorial day, and things are rather dead in our corner of the world. Of course, we’re…
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Can the Tortoise Beat the Hare? Inside Turtle Traders
It is hard to get too far into managed futures without eventually hearing a reference or two to ‘Turtle Trading’…
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Managed Futures v. Bill Gross
Whether or not Bill Gross is actually short US treasuries in his flagship PIMCO program is up for debate. He…
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Asset Class Scoreboard Through April 2011
It’s time to update our asset class scorecard through the end April. Compared to the numbers we reported for March,…
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The end of the commodity rally? Not so fast…
With Silver down 29.703% from its high, Crude down 12.54%% from its high, and markets like Cattle, Sugar, and Cotton…
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Got any good emerging CTAs?
Our newsletter is out, and this week, we’re taking a look at our apparent obsession with “new.” Google the term…
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Weekend Reads
It was one of those weeks. Commodity prices, by and large, stayed low. Penson got into a world of trouble.…
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Oops! Be Careful What You Wish For…
We’ve done a couple of posts recently about speculators and how they’re being blamed by politicians and the media for…
