HedgeTalk: "Output Gap" & the Miracle Landing on the Hudson
By: Johan Rosenberg, Chairman If you haven’t noticed, I love analogies from the natural world. The green comments are mine, the sarcasm...
HedgeTalk: A road to Recovery?
By: John Trefethen, Director & Co-Founder While the path to economic recovery is far from certain, there have been smatterings of...
HedgeTalk: Another Horse in the Race
By: John Trefethen, Director & Co-Founder With the London Interbank Offered Rate (“LIBOR”) set to extinguish at the end of next year, the...
HedgeTalk: Lessons from “Government Decrees”
By: Johan Rosenberg, Chairman NYT Oct 9, 1982 - “Prime Minister Olof Palme today ordered a 16 percent devaluation of the Swedish krona...
Soybean Prices Rebound with Help From China
By: John Trefethen, Director & Co-Founder Recent prices of commodities have been a whirlwind. The pandemic has had varying impacts on...
HedgeTalk: Off the Cuff - Almost 10 Reasons to Hedge!
By: Johan Rosenberg, Chairman 1. COVID19 (the “virus”) is not behind us. Example? Houston (“…we have a problem”) is considering lockdown...