Tag Archives: US dollar

Macro, Markets, and Malarkey

Stocks and Bonds It feels like forever ago, but back in February, the S&P 500 hit its lowest level since 2014 as global growth fears spooked investors, leading to liquidations and deleveraging—most notably for sovereign wealth funds. Fast forward to now…as of the end of July 2016, the S&P 500 closed at 2,173.60—up 7.5% from […]
Read More »

Commodities at a Crossroads

Our CEO, Jack Rivkin, recently revisited his thus far prescient view of economic issues facing “The Rest of the Americas.” There are several key drivers one should pay attention to when evaluating the Americas, most of which ultimately lead to the commodity markets. From the Fed’s decision on interest rates (which is highly data dependent), […]
Read More »

China—Its Importance in the Markets and the Global Economies Today and Tomorrow

Greece is not our issue I would recommend getting a copy of John Mauldin’s and Worth Wray’s e-book on China, A Great Leap Forward? In the meantime, in almost every short video we have posted on our site, in addition to some thoughts on the topic of the day, I have suggested one needs to pay […]
Read More »

Managed Futures Update: Reversals or Corrections?

Managed futures performance can be frustrating for investors. After strong performance in 2014 and into Q1 2015, many may be wondering why the strategy has lost some luster in Q2. The reality is that some of the very strong trends from last year have seen changes in direction. The key to understanding what might happen […]
Read More »