As the Euro Debt Crisis deepens, France, Belgium, Italy and Spain have all taken the seemingly last ditch effort of banning short sales of their stocks and other stock related items…. That last part is the kicker for those of us in the managed futures world. Would these bans impact futures contracts for the indices […]
Throw away all of your Forex trading dreams, trading schools promising big returns, and investment guru newsletters – there is now a real way to make 50% per year. Greek Bonds. That’s right, you don’t need all of that junk, you can just loan money to the Greek government for two years at the […]
Back in August, we shook our heads as European leaders put a ban on shorting European stocks– and the whole world of futures scrambled to find out just how limited they would be (their market are down about 4.2% since that ban, by the way- though past performance is not necessarily indicative of future results). […]
The CFA conference continued with Barry Ritholtz, John Mauldin, David Rosenberg and Anatole Kaletsky talking about the global debt crisis. If you’ve ever seen any of these folks speak or read their work, you know you can’t do much better than this group on that topic.
SALT 2012, the SkyBridge Alternatives Conference, hit the ground running yesterday, with a full day of interesting speakers and engaging content. It’s a who’s who of alternatives, but by no means is everyone on the same page about what an alternative is and what level of investment there ought to be.
Last week’s flurry of conference activity was full of great insights from many clever people. Now that we’ve had a few days to recover, we decided to paint a bigger picture – what were the common themes we heard throughout the week?
This week our newsletter looks at some of the looming “what-ifs” on the horizon – the Euro’s troubles, the US fiscal cliff, a Chinese slowdown – and how managed futures might fare if the worst-case scenario became reality.
Spain’s market has set a new 9-year low, and we can’t help but wonder what this could mean for the Euro, the rest of Europe, and potentially even markets in the US.
Ok, so it wasn’t a bar, it was lunch at the iGlobal Alternative Investment Summit, but it does sound like the beginning of an awful geeky financial joke, doesn’t it? As it turns out, it was the start of a very interesting conversation.
Our weekly newsletter is up, and we’re looking forward again. This time, our glass-half-empty side is considering what could go wrong this month, and the consequences for managed futures as an asset class should the worst-case scenario come to pass…