I watch five managed futures accounts for a client - four of five of them are up over the last two months, which is about when I started watching them. Pretty impressive, some options sellers, some traders, one program I believe is soft closed. Anyways it’s fun to watch them run, if […]
Working through to get these guys set up and trading. Lot of work really. Getting agreements hashed out too. Starting to work through my bigger institutional contacts as Seymour is certainly of institutional quality as are some of these others. Building a great contact base with the blog and meeting some quality folks, very enjoyable.
HVB […]
I’ve noticed an interesting phenomenon with the blog. It seems that traders that want to raise money for their programs, initially anybody and everybody would come to me. Now it seems as time goes on and traders realize I’ll post about them and their system, most managers contacting me are real, with real rcords and […]
Have a bunch of new guys in the hopper, a couple we’ll be funding to watch, and then a handful that have come to us. Blended FX we’re working with, though their numbers look great this one month or so, they do expect a 15% drawdown and say 20% or more is possible - 40% return annualized […]
Devrim to new highs, great to see. K-3 off 1.3%, Elite up .5%, VAM to harsh new lows, off about 6% yesterday. They’re pulling back their leverage as of today they told me. Some of my guys are adding to this drawdown - may be a great play, VAM says it’s their max drawdown. Mansfield […]
Today we had some interesting things go on. Got ahold of a friend of a friend who runs an FX fund paying out 1% a month no matter what, guaranteed. They’ve got an arbitrage that’s quite solid. Any interest let me know.
For our regulars, K-3 slipped .62% more, CBM down .48% more, Elite down .57%, Coe […]
Elite’s really fallen apart, steady downward spiral the last 5 days, down over 3%, still up the last few months. Devrim up .4% yesterday, love watching him trade. K-3 holding steady after giving 8% or so back, up about a percent. Coe slightly up, Fit actually up, we’ll see how that goes. Waste of money […]
Seems everybody made money Friday. Devrim up, Elite up very strong - those guys are looking good, up a few percent on the month. Fit FX up, Coe down, Mansfield up. K-3 up great, nearly 20% on the month.
Got my southern boys in town this week so lots of partying and equity black box/grey box […]
Not a ton going on lately. Small hiccup with Yossi, apparently they will be running the system from their office, and it will run 100% of the time. The track record has a bit of discretion in it - where the trader who built it would run it and turn it off around news, volatility, […]
For whatever reason I’ve come into a bunch of new programs the last few days, several of which are very interesting. The FRI one I believe I mentioned, they’re still getting registered however so a bit of a delay there. CBM looks good, getting some accounts going there. And one just today from Sorrentino, an […]
|
