Markets & Macro Commentary
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This is Not the Bubble You’re Looking For
As long as we’ve been watching for a sustained downtrend in bonds, the current slide from mid-November’s peak has definitely…
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PFGBest Update: What’s at Stake in the FX and Metals Case
One of the delays in former PFG customers getting more money back stems from having to wait for the Forex…
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Risk On/Risk Off Market Snapshot: January 2013
Keeping tabs on market correlation is a fundamental part of risk management because understanding correlation is key to diversification. If…
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Asset Class Scoreboard: January 2013
January may have been a decent start our favorite asset class, but half of the proxies we use to track…
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Fat Tails and Tall Heads
One of the bigger CTAs in the business – Transtrend – recently released their 2012 review newsletter, and included a…
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Weekend Reads
The week finished up mostly as it started – with US equities marching slowly, relentlessly upward. The big story of…
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Long-Only Commodity ETFs vs Futures- January 2013
January is finished, which means we have a new month of data in our regular series examining long-only commodity ETFs,…
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PFGBest Update: The Berkeley Vindication
Following the PFG collapse last July, the NFA hired Berkeley Research Group (BRG) to analyze what had gone wrong. Last…
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PFGBest Update: Justice Delivered
With all the heartache and headache that the PFGBest scandal has created, it can be easy to focus on the…
