Category: SPY

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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29 Jun 2020

Do Hedge Funds Suck?

We got off a call with an investor the other day who mentioned that the past two+ years have been a great microcosm of different full cycle market environments – with: 2018 = SPY -4.56% = a down stock market in 2018, including the volatility explosion in Feb of 2018 and odd sell off with […]

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