Commodities and Ag Markets
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Asset Class Scoreboard: June 2020
In exchange for being one of the only assets up in Q1, would you trade being down in Q2? That’s…
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Asset Class Scoreboard: May 2020
Commodities were the story of May — doing a full 180, reversing from double-digit loses to posting double-digit returns on…
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Chinese Commodity Carnage
With everything from Lean Hogs (-20%) to Sugar (-21%) to WTI Crude Oil (-45%) being taken to the proverbial woodshed…
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Uncovering the Known Unknowns of the Pandemic on The Derivative
In today’s episode, we have a little different structure and three unique guests to bring a fresh twist on The…
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Asset Class Scoreboard: April 2020
With slight dips from the mid-month asset class scoreboard, April ended out in the green for every asset class across…
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3 REALISTIC WAYS TO PLAY A BOUNCE IN OIL
When #crudeoil and $USO are trending on Twitter – you know it’s something more than just some 5% move or…
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Crude Oil goes Negative… What^%$# on The Derivative
Has anyone seen oil perform like this…..ever??? This is one of the most bizarre things I have ever seen. The…
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Asset Class Scoreboard: Mid-April 2020
Earlier this month we reported on asset class performance: March 2020: Red Wedding Version; and as far as YTD is…
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March Manager Performance Snapshot
Commodity Program Last Month YTD Minimum Cayler CapitalQ 14.94% 18.72% 125K Red Rock Commodity Long Short 13.16% 25.15% 500K Jaguar…

