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445 Capital
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Winter 2017: Bulls and Bears in Natural Gas
Objective: Constructing a tradable portfolio of liquid NG products with a time horizon of six months or less. Premise: Despite elevated...


445 Capital: Post Election
Probable (improbable) happens less (more) frequently than I care to admit. Perhaps this validates the fact that my version of reality...


445 Capital: Post Brexit
Currency After plunging more than 10% in two days after Brexit (Graph 1), USD/GBP is currently trading at $1.2988/£, a level we haven’t...
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