Richard Maraviglia and Matt Barkoff, portfolio managers at the Carlson Capital Black Diamond Thematic hedge fund, enjoy “thinking about the economy in a different way to consensus.” The “consensus” often being wrong, Maraviglia and Barkoff pick their point to challenge mainstream economic thought strategically. Also see Carlson Capital Bullish After 08/09 Crash For Energy Q3 2016 hedge fund letters Q2 2016 hedge fund letters Carlson Capital – Hope and fear have become one in the same in the modern investment world The economy is just fine – not great, but doing reasonably well – say the portfolio managers who…
Carlson Capital Q3 "China is now pushing on a string – with dire consequences"
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.