One of the lasting effects of the 2008 market crisis may turn out to be the flood of assets into long/short equity strategies, which promise to give the upside of the stock market without the nasty downturns (although they don’t always deliver on that promise). What do we mean by a flood of assets…. Fast forward to the present, and we’re seeing that same strategy of deploying a more sophisticated approach boil over from equities into commodities, which have been decidedly out of sync with the ‘commodity super cycle’ promoted by Jim Rogers and others back in 2005 to 2007. But what is long/short commodities?
Category: Other Voices
11
Sep
2014
10
Sep
2014
Alternative Links: Podcast Edition
We’ve now made it a little easier for anyone who ever wanted a pocket sized Jeff Eizenberg (one of the partners at Attain), with Mr. Eizenberg sitting down to do one of the CME’s Managed Futures Podcasts (which is a great resource by the way). The topic was “Strategy and Market Diversity in the Managed Futures Industry.” If you don’t want to listen to the 15 minute podcast right now, you can download it for free on iTunes and listen to it later. Without further ado…
04
Sep
2014
The Secret Club That Runs the World
Wow, the editor really got carried away with that title. We picked up a copy of Kate Kelly’s (great name) book ‘The Secret Club That Runs the World – Inside the Fraternity of Commodity Traders’ the other day, and after finishing it off – think the title probably should have been something more like: A few traders who took enormously large risks, made fortunes, lost fortunes, and then faded into relative obscurity. But that might not have sold so well
03
Sep
2014
Alternative Links: A Mixed Batch
What’s making headlines in Alternative Investments this week
29
Aug
2014
27
Aug
2014
Alternatives Links: The Commodity Backlash
Commodities: Commodities Volatility Shakes Up Hedge Funds – (Wall Street Journal) Commodities Rally Is Half-Baked – (Wall Street Journal) Trade Commodities instead of ‘Invest’ in them – (Attain Alternatives Blog) Alternatives: High Fees vs Low Fees – (MorningStar) Exchanges: CME Group resumes electronic trading after glitch delays open – (Reuters) Futures & Miscellaneous Deutsche Bank […]
20
Aug
2014
Alternative Links: The Next 5 Years
Managed Futures in the Next Five Years, Feature – Advisors that are ready for the bear market with alternatives, and Deconstructing Management Fees In Alternative Funds
08
Aug
2014
30
Jul
2014
Alternative Links: Let’s Talk Trend Following
What’s making headlines in the Alternative space this week
25
Jul
2014
