Happy Tuesday – great day to watch a dead cat bounce

Happy Tuesday – great day to watch a dead cat bounce

Dead cat bounces can be seen in economies such as Venezuela between 1980 and 2000.

Two Sigma ramps up China hedge fund push after 22% return, Wealth & Investing – pretty sure there are a few decent quants to hire locally
https://www.businesstimes.com.sg/wealth-investing/two-sigma-ramps-up-china-hedge-fund-push-after-22-return

Delivering higher returns and stronger impact with ‘The XX Edge’ – and I hope someday there is a balance – but it is the lack of balance at play here not an ‘X’ factor or maybe me defending my ‘Y’
https://impactalpha.com/delivering-higher-returns-and-stronger-impact-with-the-xx-edge/

Why Morgan Stanley doubled its allocation to Alternatives – saying hedged strategies typically outperform during bear markets is like pointing out you typically get wet standing in the rain
https://www.livewiremarkets.com/wires/why-morgan-stanley-doubled-its-allocation-to-alternatives

Bitcoin whale Microstrategy CEO Michael Saylor urges governments to regulate crypto – like a limo liberal who wants the stairs pulled up after they’re on the top floor – regulations are good when they keep your profits from ‘Sailing’ away
https://fortune.com/2022/06/20/bitcoin-whale-microstrategy-michael-saylor-urges-governments-to-regulate-crypto/

Cannabis ETF World Sees Departures – guess they nipped that one in the BUD
https://www.greenmarketreport.com/tag/horizons-etfs/

Larry Fink and the financial industry’s new emperors – yeah I don’t want anyone to be my emperor nor do I want some old curmudgeon speaking for me
https://www.ft.com/content/c58c9d3f-c2d2-45de-8899-9eb4afb18cdd

Alts managers plunge into ESG transformation – right here, right now not much different than everyone getting a tat – not edgy, no real substance, they will fade and some will have them ‘burned’ off
https://www.pionline.com/special-report/alts-managers-plunge-esg-transformation

Gulf Sovereign Wealth Funds Rethink Fixed Income as Fed Raises Rates – not sure how anyone got caught flat-footed here
https://www.swfinstitute.org/news/93089/gulf-sovereign-wealth-funds-rethink-fixed-income-as-fed-raises-rates

Crypto industry braced for fallout after weekend meltdown – this is fun watching the super ball bounce – tested support, not testing resistance, unless it breaks out of the atmosphere, gravity always wins out
https://www.ft.com/content/0d5062a5-65c5-400a-98f4-f77492a47b75

Happy Tuesday – great day to watch a dead cat bounce

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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