The Derivative.: AG Markets

02 Dec 2019
Markets, RCM Alternatives, Asset Class

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 of the 8 asset classes we track were down in November (albeit slightly). The wet season and late harvesting had put a big damper on commodities especially in November, and U.S. Real Estate has taken […]

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13 Nov 2019

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 one manager we work with calling his views d&*^-bag champagne socialism in a recent exchange) came out with his latest musings last week, saying that the ‘World has Gone Mad and the System is Broken.” […]

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04 Nov 2019

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 every class. So, what should we label it now?  Pos-i-tober…..? Mehh, we’ll keep working on the name while Managed Futures needs to get to work on creating some positive returns. Hopefully we finish out the […]

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02 Oct 2019

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 time in Sep, to get back into the 20%+ club. In the world of MF,  there was a classic reversion to the mean after a big August, causing managed futures to drop a couple spots, […]

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19 Sep 2019

Hogs=one confused market

A few months back we were talking about the “Hogdiculous” market moves created by the African Swine Flu and sending the Hog market into a frenzy. ASF is highly contagious –as in if 1 or 2 of your pigs shows symptoms, you’ll have to get rid of your whole lot kind of contagious – and […]

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