Those of us in managed futures live in a world with hardly a physical commodity in sight during trades. But there’s an underbelly to all of that activity called physical commodity trading that sometimes gets overlooked. the physical side of commodities are huge, with the combined 2012 annual revenue of their Top 10 comes out to be $1.3 Trillion (yes that’s trillion with a capital T). So who are these companies?
Category: Other Voices
30
Jul
2013
14
May
2012
Guest Post: The Great Fall of China?
Jeffrey Dow Jones over at Cognitive Concord has a great post continuing the theme of politics influencing investing we witnessed last week at SALT. If China is really the potential disaster he describes, now is the time to ask whether or not your portfolio is buckled in.
23
Mar
2012
The Reformed Broker Reforms Financial Lit
If you follow the our blog, you know it’s no secret that we’re fans of Josh Brown over at The Reformed Broker. He tells it like it is with a sense of humor and humility, and that same refreshing writing style has transferred over to his new book- Backstage Wall Street: An Insider’s Guide to […]
26
Oct
2011
Our Top 14 Investing Movies, Ever
No, we’re not turning into an entertainment industry blog – but it turns out, we’ve got a pretty good list of (new & old) investing movies that we feel inclined to share. Sadly, you won’t see managed futures in the limelight (maybe that can be Before the Door‘s next project), and we already gave Margin […]
28
Sep
2011
Guest Post: An Outside Perspective on Gold
We’ve posted quite a bit recently on Gold’s major fluctuations between all-time highs and rapid sell-offs. With Gold continuing the roller coaster (down another $40 at the time of this post being written), we decided it might be time to bring in a gold specialist to comment. Enter Cervino Capital Management. Their Gold Covered-Call program […]
11
Aug
2011
Guest Post: An Outside View from Dean Hoffman
One of the top performing CTAs that we follow during this crisis period has been Hoffman Asset Management, a traditional type of managed futures program with a long volatility, trend following profile. He was out with a letter to clients yesterday, and had an interesting view of the volatility spike as a technical breakout from […]
13
Jan
2011
Great Read = “More Money than God”
Just finished one of the books I received over the holidays – Sebastian Mallaby’s: More Money Than God: Hedge Funds and the Making of a New Elite (Council on Foreign Relations Books (Penguin Press), and I highly recommend it for anyone in or around the business of managing money, or having their money managed for […]
