Markets & Macro Commentary
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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…
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Alternative Links: Stocks Get Lift From Earnings as Traders Await Feds
U.S. equities climbed after the latest batch of corporate earnings bolstered confidence in the economy as investors awaited the Federal…
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The market is a bonfire, don’t get burned by AI
We attended a hedge fund luncheon the other day giving a historical overview of artificial intelligence (AI) and machine learning…


