CPI now outperforming most funds 1% MoM – nice
Inflation Blasts Off!
Family offices seek diversification – don’t we all – and all this PE and private credit seemingly avoids some of the correlations going to 1 – but only because they smooth their returns
https://fundselectorasia.com/family-offices-seek-diversification/
Inflation and the developing world – where are the opportunities – when thinking of the current inflation you think with a real local mindset – but the inflation will ultimately be exported, though a global recession might beat it to the punch https://www.hl.co.uk/news/articles/inflation-and-the-developing-world-where-are-the-opportunities
The world must brace itself for a further surge in oil prices – no doubt – renewed demand – lower production – but what goes up must come down unfortunately it will be because of global calamity – maybe – not gracefully thanks to our savvy central bankers
https://www.ft.com/content/99cac5d0-bf6e-45ac-8e18-14267dab85f4
Fed’s interest rate hikes could crash stocks, top executive at Ray Dalio’s Bridgewater says – my crystal ball is broken – but unfortunately the Fed’s was broken way before mine – actually their ball might not be broken just clouded from politics
https://fortune.com/2022/06/09/ray-dalio-bridgewater-associates-federal-reserve-inflation-interest-rate-hikes/
Houston, We Have A Stagflation Problem – apparently the World Bank is made up of an entire team of Captains – Captain Friggin Obvious
https://www.valuewalk.com/houston-we-have-a-stagflation-problem-now-its-time-for-gold/#respond
Rest of Trump SPAC Investors Identified – yes let’s demonize them because I am sure the left’s source of wealth is pure a the driven snow – driven by a snowplow over a dirt field that is
https://www.thedeal.com/spacs/rest-of-trump-spac-investors-identified/
This Hedge Fund Manager Called Inflation Early. He Now Says Consumer Prices Will Finish 2022 at a Level That ‘Screams Failure by the Fed.’ – yes and I called the sex of my neighbor’s last kid – big sh– – and thank you Captain Obvious – you must be a member of the World Bank
https://www.barrons.com/articles/inflation-federal-reserve-consumer-prices-51654782532
ARK’s Cathie Wood plans to launch a crossover fund – crossover to what – profits maybe – don’t worry it will turn and your beta will eventually save you
https://fortune.com/2022/06/09/arks-cathie-wood-venture-capital-plans-to-launch-a-crossover-fund/
Compiled by KEVIN GAHWYLER
Kevin Gahwyler has over 28 years of experience in the hedge fund industry in various investment and C-Suite roles. Mr. Gahwyler is currently a Managing Director and Head of Business Development at Meteora Capital, LLC. A SPAC specialist that invests in the entire SPAC ecosphere through both closed-end funds as well as a hedge fund. Prior to joining the firm, Mr. Gahwyler was the COO and Director of Business Development of Measure 8 Ventures Management, LLC.
In addition, before Measure 8, he was the President/CFO of Navy Capital Management, LLC. And Chief Operating Officer/Director of Business Development of Twin Securities, Inc. Kevin was also the founder of KenCole Capital. An investment bank boutique specializing in hedge fund structures and marketing and served in senior marketing roles at both Pequot Capital and Sagamore Hill.
Lastly, Kevin graduated from Fairfield University with a B.S. in Biological Sciences. And from Thunderbird School of Global Management with a Masters in International Management.
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CPI now outperforming most funds 1% MoM – nice
