While experts are hesitant to call out “good” and “bad” alternatives, the strong message is that alternatives are what you make them.
Category: Investing Insight
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.
13
Jun
2018
Alternative Links: Rising Rates
The so-called “dot plot” released Wednesday showed eight Fed policy makers expected four or more quarter-point rate increases for the full year, compared with seven officials during the previous forecast round in March. Fed Raises Rates; Officials Lift Outlook to Four 2018 Hikes – (Bloomberg) So, while a classic trend follower may look at […]
04
Jun
2018
Asset Class Scoreboard – May
Finally, Managed Futures hasn’t found the alpha they need to recover from February’s loses. The second half of 20
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 […]
05
Mar
2018
Gundlach and Paul Tudor Jones say it’s Time to Buy Commodities
If commodities are back and you’re getting ready to ride the wave, make sure the undercurrent doesn’t suck your portfolio under.
23
Feb
2018
Weekend Reads: Cutting Fees, Basic Income, 3% Yield
North American energy producers survived the recent oil bust in large part by selling more than $60 billion of new stock. Now they’re beginning to buy it back. Oil Producers Buying Back Shares After Years of Selling New Stock – (Wall Street Journal) 9.8bn of cash was ploughed into hedge funds last year after […]
01
Feb
2018
Alternative Links: Human vs Machine
Stanford University is challenging asset allocators to demonstrate their ability to pick superior fund managers for a new study, which pits human investors against an algorithm.
24
Jan
2018
Alternative Links: Predicting Human Actions
The computer will analyze the patterns in your key strokes and predict your next input. Typically it is correct around 70% of the time—humans have a hard time acting randomly.
12
Jan
2018
Weekend Reads: AI in Healthcare, Debt, and Oil
Artificial intelligence will replace a lot of analytical tasks, leaving doctors with the job of listening and asking the right questions.
