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Matthias Knab, Opalesque:

RCM Alternatives writes on Harvest Exchange:

That's why you invest in a process, not a track record. For now, it's worth acknowledging and recognizing that drawdowns can end. That investors can be rewarded for investing in drawdowns, and that managers can pivot and improve without abandoning their roots and core beliefs about markets.

It seems anywhere you click, there's an article articulating when the crude market is going to break and in which direction. Whether its OPEC cuts working or more record supply from the US, nobody quite knows what to do with an Oil market that fell 70% or so, only to rally back 50%. Well, almost nobody.

Enter the Emil Van Essen (EVE) Spread Trading program , which we called out for an LL Cool J style comeback back in 2014. Since then, it' managed to put up about 7% in 2015 and up +17% in 2016, with a +4.01% return in January of '17. [past performance is not necessarily indicative of future results]. Why shouldn't you call it a comeback… We'll let LL Cool J take that one:

Don't call it a comeback I've been here for years I'm rocking my peers

The part which rings true for us in those lyrics is "I've been here for years." You see, while commodities traders are seeing renewed interest, and EVE is as well due to recen......................

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