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The Wall Street Journal
“That’s just more supply,” said James Koutoulas, Chief Executive at Typhon Capital Management LLC, which manages about $80 million in assets, largely commodities. “That sure isn’t going to boost oil prices.”

The Wall Street Journal
To really boost demand, businesses and governments would have to make big investments in new factories or roads, but they aren’t, said James Koutoulas, chief executive at Typhon Capital Management LLC. He has been betting oil prices will keep retreating at $50 because demand can’t catch up with supply. “We’ve got no infrastructure spending, no help from [lawmakers] in any country,” said Mr. Koutoulas, whose firm manages about $80 million in assets, largely commodities. “You have no demand stimulus.”

ValueWalk
Some noncorrelated funds took a more pragmatic approach to the Brexit. James Koutoulas, leader of the $80 million Typhon Capital Management, instructed his six portfolio managers “take most risk off ahead of the vote precisely to not try and be a hero ahead from a coin flip vote,” he told ValueWalk, calling it “the responsible thing to do.” He said the medium sized sell off in the stock market was appropriate due to uncertainty combined with valuation issues. “Brexit is mostly a good thing that will force some much needed reform of the EU.”

CTA Intelligence
Chicago-based Typhon Capital Management has launched a metals CTA strategy run by a veteran New York Mercantile Exchange (NYMEX) floor trader.
The Vulcan Metals Strategy is a pure discretionary trading strategy managed by James Gallo, who has been a proprietary metals trader on the NYMEX since 1987.