Markets & Macro Commentary
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YTD Asset Class Scoreboard
No matter which asset class you track on a regular basis, March was a month of little activity around the…
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Why Value Investing is so Hard (Managed Futures Style)
Recently, came across Meb Faber’s blog post “Why Value Investing is so Hard,” and every word we read seemed to…
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Performance of 40 Futures Markets after Q1
Commodities continue to grab headlines this year, as stocks stumble thus far in April, forcing many to question whether 2014…
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Floating Gold (Whale Poop) worth more than Commodity Gold?
Well, let’s see how much that Whale Poop is really worth. While there is not exchange rate for Whale Poop,…
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Weekend Reads – 4/4/2014
A major story this week is the ongoing Federal Bureau of Investigation probe of whether high-frequency trading violates laws against…
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Risk On/Risk Off Shutting Off
There haven’t been too many Risk On/ Risk Off days to speak of in 2014, with just 1 ‘risk on’…
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7 Commodities in Contango and Backwardation
One of the more unique aspects of futures contracts compared to other investment styles, is that there are fixed term…
