Markets & Macro Commentary
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Managed Futures Week in Review for the week of February 14th
In lieu of our newsletter which did not run yesterday due to President’s day we are posting our normal week…
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Weekend Reads…..
With the exception of cotton it was another slow week of trading in the markets…but don’t worry we still found…
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2011 Asset Class Scorecard – Round 1
The data has been compiled (finally!) and it is time to see how the various asset classes stack up performance…
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Newsletter: Why your diversification strategy probably won’t work
Heavyweight Welton Investment Corp. (1/2 a billion under mgmt., 13% comp. ROR, -12% Max DD) was nice enough to let…
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Weekend Reads…
Tough to find too much worth reading this week… is that a sign the complacency is back in the market…
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Softs say..what about me?
After highlighting the grain markets posting fresh 2.5 year highs yesterday (and then seeing them promptly sell off), the Softs…
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Weekend Reads…
Looks like we averted ‘Flash Crash v2.0’ today, thankfully…. although for a minute it was looking like the same setup,…
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Managed Futures not going anywhere until Bonds wake up…
What a snore bond futures have been lately…. Take the 30yr bond futures. Since rising 21% from Apr. – Aug.,…
