Market Commentary:

A Sense of an Ending – (Bill Gross)

German Bunds: The Short of the Century – (Barrons)

Funds At Record Short Against Wheat – (The Short Side of Long)

Sentiment shift on US inflation expectations – (Sober Look)

Performance:

Winton’s Hedge Fund Posts Worst Month Since 2008 – (Bloomberg)

Managed Futures April Performance – (Attain Alternatives Blog)

Regulation:

Michael Lewis: UBS Gave Its High-Frequency Traders Illegal Advantages – (Vanity Fair)

Two traders sued for ‘spoofing’ on gold and silver futures – (Live Mint)

RCM:

Takeaways From RCM’s Alts Conference – (Attain Alternatives Blog)

Podcast: The Many Avenues of RCM Alternatives – (Attain Alternatives Blog)