Markets & Macro Commentary
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Uncovering the Known Unknowns of the Pandemic on The Derivative
In today’s episode, we have a little different structure and three unique guests to bring a fresh twist on The…
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March Manager Performance Snapshot
Commodity Program Last Month YTD Minimum Cayler CapitalQ 14.94% 18.72% 125K Red Rock Commodity Long Short 13.16% 25.15% 500K Jaguar…
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Is $15 Crude Oil in the Cards?
On Wednesday. March 4th -April Crude Oil futures closed at 46.78, which left it down -22% on the year… not…
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How’s your (Alts) Portfolio Doing?
Last week was a great time to look in the (portfolio) mirror and ask yourself what you see. As Taylor…
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January Manager Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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December Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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Here’s how 33 markets performed since the 2009 low
For long-time CNBC watchers, you no doubt remember the now deceased Mark Haynes saying 10 years ago, on the morning…
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Decoding: Myths in Alternative Investments
We love this quote by Blackrock, “A lot of misunderstanding surrounds alternative investments. Some investors still think of them as…

