Alternative Links: Market Timing

Market/Fund Commentary:

Jerry Parker: How to Survive Markets the Rest of Your Life – (Sound Cloud)

Cliff Asness: Hedge Fund Strategies are Failing, Here’s Why – (ValueWalk)

This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery

D1 CapitalThe first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More


AQR hedge fund’s ‘very consistent free lunch’ – (FT)

Performance:

RIAs Count on Hedge Funds More than Returns – (Institutional Investor)

Hedge Fund Performance Comparison by Size – November 2015 – (Preqin)

Market Timing Back on the Hunt For Investors – (Institutional Investor)

Why Bonds are more like Tom Hanks, not Rodney Dangerfield — (Attain Alternatives Blog)

Managed Futures:

Managed Futures: How to Get Commodity Exposure Without Taking Delivery – (Think Advisor)

Using managed futures to lower volatility – (Market Intelligence Center)

CME boosts top executives’ pay – (Chicago Business)

Futures:

Americans are buying tons of gold – (CNN Money)

Cocoa hits 4-1/2-year peak; sugar returns higher – (Business Recorder)

Commodity ETFs: You’re Paying Extra To Lose That Money — (Attain Alternatives Blog)