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Jan 13, 2014 | Categories: Market Commentary

December 2013 Global Macro Recap

“It was the best of times, it was the worst of times / it was the age of wisdom, it was the age of foolishness.”  It is hard to think of a better cliché than that one of Dickens’ to describe our world.  After a 30% gain in the S&P…

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Dec 17, 2013 | Categories: Investment Analysis, Managed Futures 101

Due Diligence Calls: Available to all Investors

If you are anyone other than an individual investor (i.e. family office, pension fund manager, or RIA), then it is not important for you to continue reading, as you already know this managed futures “secret.” Once an individual investor has made up their mind to make an investment in managed…

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Dec 12, 2013 | Categories: Market Commentary

November 2013 Global Macro Recap

The mixed economic messages continued with our reiteration that one should expect multiple attempts by various governments to boost “good news” to try to overcome the sagging holiday shopping (despite the super-hyped Thanksgiving sales flop), fiscal tomfoolery by entities ranging from Detroit to Greece to Chinese banks and nervous financial…

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Nov 21, 2013 | Categories: Market Commentary

All Eyes on Fed Tapering: Bad News is Good News for the S&P 500

As we continue to witness a never-ending bull market in U.S. equities – having recently made all time highs in the S&P 500 and DOW indices – many investors are beginning to wonder what is driving the market up.  While many companies have divulged promising news this year, the overall…

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