Markets & Macro Commentary
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Futures Markets and the Futurization of Swaps
Part of the Dodd-Frank financial reform bill involved changing the rules on what derivative swaps can take place off-exchange. In…
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Meanwhile, in Bonds…
Last December, we pointed out that Bridgewater’s Ray Dalio was growing bearish on bonds for 2013. We’ve been waiting for…
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This is What Progress Looks Like
We’re used to waiting far longer than we should have to for needed regulatory changes to take place. And although…
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Are Low Interest Rates Dragging Managed Futures Down?
The debate over what has been ailing managed futures has been growing more mainstream by the day. Unfortunately, many of…
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PFGBest Update: Plot Clichés Abound
The PFG Best story is full of so many twists and turns, we’ve wondered in the past how long it…
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Weekend Reads
It’s Friday, which means it’s time for billionaires to have a public catfight on CNBC. Icahn and Ackman slugging it…
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Apple, Apple, Apple, Apple, Apple…
It’s impossible to turn on CNBC or look at Twitter lately without getting Apple news smashed in your face. It’s…
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Skepticism on the New SEC Pick
It was announced today that they have decided upon a formal replacement for SEC Chief – none other than Mary…
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When Washington Squabbles Rule the Markets
Investor sentiment rules the markets, but what rules investor sentiment? According to a recent poll, it’s the dysfunction in Washington.…
