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Storm Clouds
Alternative Investment Strategy

The Economic Events that Shaped 2022

The English expression “May you live in interesting times” is claimed to be based on an ironic Chinese curse as most of us would prefer to live fairly peacefully. While some variety is nice, this year, it felt a bit more like the perfect storm of calamity. We covered many events throughout the year, but […]

Advisor Commentary

December 2022 Advanced Ag Program Commentary

Commentary provided by David Zelinski of Opus Futures. I struck a bullish tone toward corn and soybean markets in last month’s commentary. Part of the bullishness was due to the recent (at that time) news of a breakdown in the Ukraine export corridor. We now know that the Russians backed down very quickly from their harsh […]

light tubes
Advisor Commentary

December 2022 Macro Monitor Commentary

Commentary provided by David Zelinski of Opus Futures. In last month’s commentary, we reviewed various data points indicating that inflation is starting to roll over. While inflation readings are sure to remain elevated for several more months, the worst is clearly behind us, and the more pressing concern going forward could be slowing economic demand. Nothing […]

Alternative Investment Strategy

A Futures Broker Can Help Avoid Costly Mistakes

Years of investment marketing tell us that a fund’s expense ratio is the most important characteristic we should look for in our asset selection. So it is unsurprising that the first question I often get is, “How do you get paid if I open an account with you?” The question I get less often is, […]

Advisor Commentary

November 2022 Market Letter

Commentary provided by Chad Burlet of Third Street AG Investments With the arrival of winter in the northern hemisphere, a majority of market observers have turned their attention toward the production prospects in the southern hemisphere, where Brazil, Argentina, and Australia dominate. Australia’s leading crop is wheat, and they are on track to produce their third large […]

Alternative Investment Strategy

Prices Aren’t Falling

Inflation fell according to the last CPI (Consumer Price Index) report in the United States, setting off a furious 5% rally in equities as Fed policy finally takes hold. However, according to Forbes, prices increased 0.4% month over month, bringing the rate down to 7.7% on an annualized basis, which they believe is reason to […]

Alternative Investment Strategy

Managed Account Platforms: An Easy Way to Invest

Want access to some of the largest programs in the world at a lower entry point? Typically, investment options come through either a separately managed account with high minimums or a fund product with limited liquidity and less flexibility than a standard futures account. A managed account platform bridges this gap by offering increased liquidity, […]

Corn field
Advisor Commentary

October 2022 Opus Futures Ag Commentary

Commentary provided by David Zelinski of Opus Futures. In last month’s commentary, we went through a few reasons why grain and oilseed prices were likely to come under some pressure. We pointed out the low river water levels, which were restricting export capacity and the usual seasonal harvest pressure on prices. The river situation has played […]

Advisor Commentary

October 2022 Market Letter

Commentary provided by Chad Burlet of Third Street AG Investments After months of high volatility and wide daily and weekly trading ranges, the agricultural markets settled down considerably in October. Corn and soybean futures were particularly docile, with corn volatility falling to a two-year low and soybean volatility to a one-year low. The monthly trading range in […]

Alternative Investment Strategy

Manager Volatility: Friend or Foe?

Investors generally do an excellent job of looking at their equity allocations at the portfolio level. A single stock that drops 30% in an otherwise steady(ish) overall plan rarely gets much focus. On the other hand, a futures program that dropped 30% would often net a lot of attention. Some of this might be attributable […]

Bull wearing mask
Alternative Investment Strategy

Looking for a Hiding Place?

Is the equity market giving you heartburn? Bond market too? Perhaps traditional asset classes lulled us into a false sense of confidence. After all, since 2008, outside of a few hiccups, returns provided ample reason to believe that our portfolios were destined to keep growing. But, as a trader once said to me, “Sometimes trading […]

Advisor Commentary

September 2022 Market Letter

Commentary provided by Chad Burlet of Third Street AG Investments The last business day of September always brings the USDA’s report of September 1st U.S. grain stocks, the end of the previous crop year. This report has often yielded surprises that force a change in the last fall’s crop size and create significant moves in the futures […]

Alternative Investment Strategy

The Efficient Market Hypothesis

The Efficient Market Hypothesis, introduced by Benoit Mandelbrot and popularized by Eugene Fama, infers that investing markets reflect all information to determine prices. Therefore, if the Fed is expected to raise rates by 75 basis points, the current market levels should reflect that consideration. This also means that nobody should be able to “beat the […]

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