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Today’s Noise – Happy Tuesday – remember though this is the god of war : but he fought with ‘one-hand tied behind his back’ actually only had one

Today’s Noise – Happy Tuesday – remember though this is the god of war, but he fought with ‘one-hand tied behind his back’ actually only had one

CEOs love to hear ‘Yes’, but need ‘No, No, No’ – yup worked with a bunch of people that mistake their success from their own ‘pure brilliance’  – the billionairess are usually the worsthttps://www.moneycontrol.com/news/business/ceos-love-to-hear-yes-but-need-no-no-no-8654601.html

Hong Kong in 1868, photograph by John Thomson

The 29 year-old Hong Kong quant on a curious non-compete – very cool – who wouldn’t want to hire this guy – plus you can make him executive chef too
https://www.efinancialcareers.com/news/2022/06/non-compete-hedge-fund

We are Not in a Bear Market but the Entire World Economy is in a Depression – what’s depressing is to think that some thought crypto was a store of value – like I’ve said before, fun trading toy, but store of value, might as well have invested in RUR
https://hackernoon.com/we-are-not-in-a-bear-market-but-the-entire-world-economy-is-in-a-depression

Dorothea Lange‘s Migrant Mother depicts destitute pea pickers in California, centering on Florence Owens Thompson, age 32, a mother of seven children, in Nipomo, California, March 1936.

Superior return, risk metrics driving rising allocation to private markets – I hope this current vintage doesn’t cause you all to lose your jobs, and superior risk metrics, i did realize smoothing was a risk metric
https://www.top1000funds.com/2022/06/superior-return-risk-metrics-driving-rising-allocation-to-private-markets/

‘Liquidity is terrible’_ poor trading conditions fuel Wall Street tumult – definition of insanity – how many times do we need to see correlations go to ‘1’ and liquidity dry up to be shocked during these times
https://www.ft.com/content/cbc47bbf-f158-4330-9e29-5b0b71935140

How to invest now_-  or not, seems juicy – big discount to NAV and big dividend,  could be an accident waiting to happen, we are in noman’s land right now
https://www.ft.com/content/b7c48332-5268-450a-9526-e04aa1660c6c

The biggest ever experiment in flexible working – as we start to move back to ‘normal’ I hate to be a cynic (good at it though) Covid was simply the shot across the bow
https://www.ft.com/content/653bdd80-605b-4236-b895-b1735c049fca

Today’s Noise – Happy Tuesday – remember though this is the god of war, but he fought with ‘one-hand tied behind his back’ actually only had one

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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