Markets & Macro Commentary
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Weekend Reads
The news has been all about the scandals in Washington this week, as if the normal level of blaming and…
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Black Gold, Texas Tea, and Brent Bubbly?
The story of the last few years in oil has been the growing spread between WTI and Brent crude, and…
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That’s Not a Sell-Off, THIS is a Sell-Off
Only a couple of days after we reposted a chart from Stocktwits comparing the Nikkei rally to the Dow’s climb…
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Gensler’s MF Global Getaway
As MF Global continues unwinding at the speed of bureaucracy, new pieces of information have been few and far between.…
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That’s not a Rally… THIS is a Rally
We were reminded of the old “That’s not a knife” line from Crocodile Dundee when taking a look at the…
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Managed Futures and the “Smirk” Curve
A new paper examining CTA returns has taken a closer look at the “smile curve” we first saw in AQR’s…
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Gold Forming Classic “Frowny Face” Pattern
Not to heap any more on the unfortunate gold bugs – they’ve had it bad enough lately. We just wanted…
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Alternatives Demand Set to Soar?
A new survey predicts demand for retail alternative products will soar in the coming years. It’s good to see more…
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Trend Following: Not Just for Black Swans
The “Most Hated Bull Market” of all time is also proving to be one of the most resilient. But despite…
