Earlier this morning, a Bloomberg article, unexpectedly, sparked a debate among my team partners about whether to funnel more cash into the oil trade in our macro portfolio. We have already got some skin in the energy game through an alternative trading program that has been performing right on cue, no surprises there, just steady…
Back to school
Everyone is feeling stressed these days. Concerns range from financial issues and raging inflation to local politics and family-related tensions. We all need ways to calm down that do not involve abusing alcohol or medical prescription. Work is another major source of stress. The American Institute of Stress reports that 86% of US workers experience…
Explaining the dollar weakness to a 5-Year-Old
Have you heard of some adults talking about the US dollar feeling a bit “weak” lately? It is like saying the dollar is taking a little nap, not feeling as strong compared to other countries’ money. Now, some folks are getting a bit nervous about this, especially if they have money invested in dollars. Yeah,…
Outperforming in uncertain times
As we continue to navigate the rollercoaster of global markets, I’m excited to bring you an update from one of my partners, who has been successfully steering through the alternative investment universe for years. In this update, he shares his latest strategies and insights designed to help investors not only survive but thrive, no matter…
Survey Monday
There has been lots of discussion about the Fed moving its policy rate of interest by 50 basis points last week. Typically, the central bank adjusts interest rates in quarter-point increments, but last Wednesday’s rate cut was a notably bolder move. Did the Fed overreact with its jumbo rate cut? Was it a mistake to…