Category: Real Estate

08 Sep 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: August 2021

Welcome to the dog days of summer… unless you’re U.S. equity markets, which again posted a new all-time high. That’s seven months in a row of relatively straight-up action for equities. When will it end and How will it end? are the questions on everyone’s mind. Elsewhere, Commodities took a little hiatus, along with bonds […]

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01 Sep 2021

The Cockroach Fund, Congratulations, and Collaboration

While there are articles about 12-year-olds making millions minting NFTs these days – it’s good to know there may still be a place for good old-fashioned hard work. Enter Jason Buck and Taylor Pearson of Mutiny Funds (www.mutinyfund.com), who successfully launched their newest venture – the Cockroach Fund. Running an asset management firm is no […]

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03 Aug 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: July 2021

More of the same for the asset class scoreboard in July, as US real estate, US stocks, and Commodities all led the way – further cementing their double digit returns for the year (and adding quite a bit to the inflation narrative making the rounds.  The biggest surprise, perhaps, was bonds putting in a strong […]

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30 Jul 2021

“Maybe I’m the Retail Idiot” with Bill Brewster

Dive into this fun chat with the equally irreverent and intelligent Bill Brewster, the self-made value investor in the style of Warren Buffet who dishes on twitter @BillBrewsterSCG hosts the Business Brew podcast in his spare time. We go into Chicago vs Florida real estate and taxes, commercial banking, TastyTrade and options, just how big […]

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15 Jul 2021

The Kaoboy of Convertible Arb with Michael Kao

We’ve said on this blog before that options are like playing 3D chess. Well then what does creating synthetic options via convertible bonds, equity positions, and bank debt play like?? Take a listen to this pod where we venture out of the futures/options space into credit, convertible bond, risk arb. Therefore, if you think you […]

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12 Jul 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard – H1 2021

The Q2 numbers are in  – and there’s just no stopping commodities, it seems, as they put in another three months of gains to lead all assets YTD as we hit halftime in this game of markets. Is this the inflation we’ve all been fearing for the past 40 years come to life?  We put […]

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