Commodities and Ag Markets
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November Manager Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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Commodity Performance Over the Decade (2009-2019)
Just 22 days left in the decade, and we’re going to use a good portion of those to look back…
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Asset Class Scoreboard: November 2019
While it sure doesn’t seem like it given how high most asset classes have risen this year, a full 5…
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Is Dalio mad, broken, or right?
In case you missed it, everyone’s favorite Billionaire hedge fund manager, Ray Dalio (please note the heavy sarcasm – with…
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October Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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Asset Class Scoreboard: October 2019
Last year at this time we were labeling the asset class scoreboard Red October due to dismal returns by nearly…
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Asset Class Scoreboard: September 2019
Is anyone going to be able to stop U.S. Real Estate and US Stocks? Yeeeeshh, those two classes rebounded big…
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Hogs=one confused market
A few months back we were talking about the “Hogdiculous” market moves created by the African Swine Flu and sending…
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August Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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Asset Class Scoreboard: August 2019
Look who’s up there enjoying the double party after a strong August. It’s Managed futures turning in the negatively correlated…
