Look who’s on TOP !! It’s been a while…so we’ll thank you for the courtesy of a small victory lap. And boy, is this time different. Managed futures typically does well in market crisis periods when all risk assets correlate, sending markets like energies, grains, and metals lower alongside stocks, all with a nice kicker […]
Category: Why Alternatives?
10
May
2022
20
Apr
2022
Are ESG Factors Redefining Alternative Investments?
ESG is a term every investor should know, especially within the rapidly changing financial world. As different generations grow older, and new investing tactics are being born, people are beginning to invest their money more consciously. For those that aren’t familiar, ESG or Environmental, Social, and Governance investing is a strategy you can use to […]
01
Apr
2022
Asset Class Scoreboard: March 2022
Wow! There’s quarters… then there’s those quarter-managed futures just put up… while stocks went up in March, mind you. The drivers that big commodity number you see at the top of the table, but also that poor Bonds number you see at the bottom of the table, with managed futures short bonds and loving it […]
03
Dec
2021
Asset Class Scoreboard: November 2021
Well, things certainly took an interesting turn in November, with most asset classes squarely in the red after a post-Thanksgiving Black Friday sell-off and failed bounce on the last two days. Commodities got smoked, led by the energy complex, dropping -10.59% – taking down any risk on class: U.S. Stocks, World Stocks, Hedge funds, U.S. […]
05
Nov
2021
Asset Class Scoreboard: October
And we’re back…. After stocks took a breather from their meteoric rise in September with some losses – ALL asset classes came roaring back in October, with US Stocks, Real Estate, and Commodities all up above 5%, and everyone else pulling their weight. Even bonds. We’ll see how the last two months of the year […]
12
Oct
2021
ESG causing Europe’s Energy Issues?
If you haven’t noticed what’s happening in the energy markets of late- oil and natural gas are on a bit of a tear this year, especially over in Europe, where they’ve been a bit more aggressive politically in their embrace and enforcement of ESG protocols and mandates. Even good old-fashioned West Texas Crude Oil isn’t […]
05
Oct
2021
Asset Class Scoreboard: September 2021
Well, that was interesting! The first “real” down month for stocks in about a year saw US stocks drop -4.66% alongside world stocks and real estate. On the other side of the coin, managed futures rode a big move higher in commodities to post a small gain, while those commodities themselves were back at it […]
21
Sep
2021
Don’t Let them Ban IRA Investments in Hedge Funds
The Build Back Better Act has been causing a minor stir in the world of small private funds the past week as several committees completed marking up and approving provisions of the Act. Among these, the House Ways and Means Committee approved a plan limiting Mega-Roth, backdoor IRAs, and large retirement account balances – which […]
16
Sep
2021
Researching the Risks of Return Stacking with Corey Hoffstein & Rodrigo Gordillo
Jeff is “stacking” two guests in this episode, welcoming 1. Corey Hoffstein, CIO and co-founder of Newfound Research, host of Flirting with Models Podcast, and co-conspirator on the Pirates of Finance YouTube channel; and 2. Rodrigo Gordillo, President and Portfolio Manager of Resolve Asset Management and host of the Resolve Riffs Friday live stream. They’re […]
14
Sep
2021
What is Return Stacking?
A new paper by Rodrigo Gordillo and Adam Butler of Resolve Asset Management and Corey Hoffstein of Newfound Research is out this week, purporting to add a new term to the investing lexicon – “Return Stacking.” What? What is return stacking, and what are stacked returns? Well, you can download the full paper here […]
