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Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

Brian DeChesare

But a few related areas, such as commodity desks at banks, commodity trading advisors (CTAs), and physical commodity trading shops could put up a good fight for that “most cyclical” title. Given the amount of data analysis required, you might be wondering if it’s essential to have computer science skills for commodity trading.

Finance 119
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AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!

Musings on Markets

I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Sustained Profitability, with Cycles!

Start-ups 103
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Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

Along the way, more people than I ever imagined have found my data of use, and while I still have no desire to be a data service, I have an obligation to be transparent about my data analysis processes. Consequently, I do report industry averages for the two fastest growing emerging markets in India and China.

Dividends 106