Author: Greg Taunt

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sustainable investing
Alternative Investment Strategy

How to Build a Sustainable Investment Portfolio

In recent years, sustainability has moved from the financial sector’s periphery to the mainstream, and the industry has increasingly embraced a transition to a more sustainable and inclusive economic model. This in turn has made ESG investing is a hot topic right now.  Environmental, social, and governance programs look at not only financial factors for […]

Alternative Investment Strategy

Seasonal Stock Depression

If it seems like September is looking like a rough period for the market you might be surprised but you shouldn’t be.  In fact, over the past 50 years, it is the worst performing month of the calendar year.  The chart below shows where the saying, “Sell in May and Go Away”, comes from referring […]

Managed Futures Education

Options Made Simple

For any profession, once you have done it for a while, some concepts become second nature to the point that you forget that not everyone (or very few) understands them at even a basic level.  I find that options are the concept that confuses people the most and one that is perhaps most valuable to […]

Alternative Investment Strategy

Who is Driving the Bus?

Nobody likes paying for insurance.  It is intangible as you pay up front for an unknown risk that may or may not materialize.  Many of us feel that we overpay, until we really need it.  It is perhaps not surprising then that many investors spend little effort protecting against sudden and unexpected drops in the […]

Alternative Investment Strategy

Call me a Pessimist

All investors know the adage to “buy high and sell low” but few adhere to it.  We can see this with record volume to start July trading coming mostly from retail investors as the S&P reaches another all time high.  Perhaps I have been in the futures industry too long because when things are “too […]

Alternative Investment Strategy

Hedging an equity portfolio: Volatility

We opined in our last article that “Traditional Hedges Suck” that most traditional hedges had significant weaknesses and did not have many characteristics of a great hedge.  Volatility (long positions in VIX futures), while not perfect, has a number of these favorable characteristics for hedging an equity portfolio. The characteristics of a great equity hedge […]

Alternative Investment Strategy

A Better SPY?

Index investing is all the rage now with over a trillion dollars invested in the SPY and VOO ETFs alone.  The expectation is that low fees coupled with broad market exposure is better for your portfolio than an actively managed strategy with higher fees. One could argue that as the components of the indices attract […]

Advisor Commentary

When Good News is Bad

My favorite analogy for passive investing describes two men sitting at a bar. One is drunk and the other sober.  When the night is over the sober man leads the other home to make sure he gets there safely. Historically, hedge funds and active investors pored over financials, looked at P/E ratios, and listened to […]

Economics

Inflation Coming?

Want to play a “fun” game?  Simply go to Google and type “currency crisis (insert any country name)” and see your results.  Luckily for Americans, you will find that the United States is one of the few countries that seems to have avoided this designation so far.  As one of my Polish friends who immigrated […]

Alternative Investment Strategy

Futures Contracts are Easy. You are Already Using Them.

I have spent over a decade in the futures industry so I am accustomed to the blank stare when I tell people what I do. Most immediately assume it is too complicated to even try to understand.  The ironic thing is that we all intuitively understand them already. We trade them all the time. We […]

haystack
Managed Futures Education

There is a Story behind Every Futures Program

As one of the world’s largest futures databases, we begin talking to traders often at the earliest stages of their evolution up to billions of dollars in assets. But not all beginnings are equal, as some achieve early success and others never find it at all. Part of our challenge is trying to determine which […]

stairs
Managed Futures Education

Understanding Minimum Investment Sizes

Managers in the futures space are faced with a dilemma when they launch their programs.  They need to choose a trade level.  For an equity manager this is an easy process as they often trade 100% of the cash available and sometimes decide to use leverage.  ALL futures contracts already have the leverage built in […]

Alternative Investment Strategy

Market Sentiment. I feel that you should pay attention.

Market sentiment is a broad term that encompasses the prevailing feeling that investors have about a market.  Measuring this “feeling” can be accomplished in a variety of ways. CNNMoney has a Fear and Greed Index that displays this in a simple format showing when investors are most willing to take on risk or hunker down. […]

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