We can’t help but stare at the Amazon ($AMZN) charts this month in amazement. An investment down -25% over the case of a few weeks is generally seen as an unmitigated disaster. As a sign of big problems and a failing business. But while Amazon has shed a quarter of its Trillion dollar value recently […]
Category: Why Alternatives?
01
Nov
2018
19
Sep
2018
10 years ago – Remembering the best Managed Futures run we’ve seen
What a Difference a year 10 years makes. If you haven’t noticed from all the posts on your fintwit timeline, this past week marked the 10 year anniversary of the Lehman Brothers collapse: Hard to believe the Lehman collapse was 10 years ago yesterday. It’s been quite a decade. **The next decade promises to be […]
18
Jul
2018
Alternative Links: What One Wants Out of Alternatives
While experts are hesitant to call out “good” and “bad” alternatives, the strong message is that alternatives are what you make them.
16
Jul
2018
Low Fees Doesn’t Trump Low Performance
But super low-cost stock index replication is not the same as replicating more complex hedge fund strategies, and a few recent articles are pointing out that the low fee experiment in alternative investments might not be working so well.
12
Jul
2018
Are Tariffs a Black Swan?
Some markets like stocks and currencies are treating the tariffs as rather binary events to be immediately bought or sold en masse, other markets like soybeans and metals seem to be letting it create a new market environment with different long-term price levels.
27
Jun
2018
Alternative Links: All About That Oil
U.S. crude prices surged $2.45 a barrel on Tuesday after the State Department said it is telling companies that buy Iranian crude oil that they must completely cut those exports by Nov. 4, or they will face powerful U.S. sanctions.
20
Jun
2018
Alternative Links: SEC Managed Futures Mutual Fund Rule
Managed futures mutuals face fresh SEC derivatives rule
16
May
2018
Alternative Links: Coinbase Comes to Chicago
But the proportion of endowment money in alternative strategies such as hedge funds has jumped dramatically, from 20 percent in 2002 to 52 percent in 2017, according to a Congressional Research Service report. The University of Tennessee invests in Cayman Islands funds, lobbied for secrecy law – (Commercial Appeal) Coinbase is already one of […]
09
May
2018
Alternative Links: Volatile Times
The frequency of data that goes into our calculations can have a dramatic effect on the result, and with that, expectations. Keep this in mind, and pay less attention to daily performance, and you may make better investment decisions.
04
Apr
2018
Alternative Links: Trade War To Affect Hogs and Soybean Farmers
On average, the farmers will probably see a loss of $4.34 per hog, based on futures prices as of April 2, according to Lee Schulz, an assistant professor who specializes in agricultural economics at Iowa State University.
