There has been a lot of talk in the financial press about the shape of the COVID-19 recovery. “V” shapers view the huge 38% rally in the S&P 500 as predictive and a solid signal… Read More
RMB Group Senior Partner Steve Belmont and RMB Group Managed Futures Specialist Barry Potekin Discuss Managed Futures Accounts
Below is an interview conducted by RMB Group Senior Partner Steve Belmont with Barry Potekin, RMB Group Managed Futures Specialist SB: Barry, why don’t we start with a brief summary of your background, including your role here… Read More
Why Volatility is Here to Stay: Three Things We’re Watching Now
RMB Group has been trying to make sense of the volatility that has defined stocks and other key asset classes since the S&P 500 topped out in unspectacular fashion in late September. Is this two-month… Read More
El Niño and Chinese Demand Could Give Coffee a Wake-up Call
The stimulating power of coffee has made it the 2nd most traded commodity on the planet after crude oil. The allure of a tasty pick-me-up is universal. Europe is the biggest consumer, accounting for the… Read More
Managed Futures 101 (Part A)
Managed futures are one of the fastest-growing asset classes. Money under management by the Commodity Trading Advisors (CTAs) who direct the trading for this asset class has increased nearly 60% in the past 7 years…. Read More
Managed Futures: A Look at Notional Funding
Unique to futures, notional funding is an investor’s ability to use hypothetical money in order to fund an account within a managed futures or CTA program. Notional accounts can only be utilized by investors who… Read More
Success and Style in Managed Futures
Markets change personality depending on the underlying emotions guiding them. At any given time, every single market is doing one of three things: going up in response to greed, going down due to fear or… Read More
Investing in the New Gold: Protein
The need for food is unrelenting and universal. It has been the force behind mass migrations and wars. English cleric and scholar Thomas Malthus (1766-1834) was fascinated by the relationship between population and food. He… Read More
“Godzilla” El Niño Getting Stronger
The El Niño weather event BMTA examined in our last Alert (click here to re-read) is getting even stronger. Some scientists have increased the probability of a strong El Niño this year to 90%. Other… Read More