Markets & Macro Commentary
-
Commodity “Supercycle” Over?
The Wall Street Journal’s latest headline is claiming, “Investors, Analysts See End of Commodity ‘Supercycle.” We’re wondering if a “supercycle”…
-
Beer, Aluminum, and the Red Sofa
Financial media is all over Miller-Coors’ frustrations claiming London Metal Exchange’s lack of regulations is leading to the banks artificially…
-
ETF’s: A Fly or a Bull?
The goal of trading models is to be a fly on the bull’s back, but not be the bull. ETF’s…
-
Futures Industry Sausage Making
It’s been a hell of a day on Twitter for managed futures followers, as the Senate held hearings the CFTC…
-
What’s your Futures Market Marked to?
What do you get when three banks are fined over $2 billion for rigging the Libor rate to make money…
-
Midyear Asset Class Scoreboard
June was not a pretty month to be an investor – no matter the asset class, with all of the…
-
Weekend Reads
Fed chairman announced the delay of the QE to sometime in mid-2014. Reaction from markets resulted with a big rebound…
-
CFTC Catching the Minnow, Ignoring the Juicy Walleye
It’s full steam ahead for the CFTC, sending a CTA to prison for lying to customers. The CFTC brought legal…
