As we turn the page on another year, it is a Wall Street tradition for market strategists and economists to make audacious pontifications about what might happen for the upcoming year
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Coffee Markets Face Double-Whammy Disruption From Weather and COVID Conditions Oct23
The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Coffee
... Read more »The Fact(or)s of the Matter Apr23
Like many folks these days, I rely on the interwebs to discover how to do certain things. Change the battery in my home alarm system? YouTube. Learn how to create a smokey eye? Instagram. Grill a turkey for Thanksgiving dinner? Jimmy-D’s Thanksgiving Turkey BBQ 2010
... Read more »Market Perspective Regarding the Midterm Elections Aug17
With the flurry of recent political advertisements on TV, Manole Capital Management wanted to write a note outlining our short and long-term perspective on the market
... Read more »Bonds Minus Duration: A Train Wreck in the Making? Aug3
A bond allocation is like a railroad. Credit is the locomotive that generates high returns, duration the track that keeps the train in line. Take the track away and you risk running your portfolio into the ditch. That’s why duration-hedged credit strategies are dangerous
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