Today’s Noise – It Is Only Going To Get Noisier

Today’s Noise – It Is Only Going To Get Noisier

Random fluctuations of voltage in pink noise.

Stagflation is here, even if recession isn’t yet, top economist Mohamed El-Erian says – great minds think alike – hate to say I told you so, but I told you so months ago
https://fortune.com/2022/06/26/stagflation-is-here-even-if-recession-isnt-yet-top-economist-mohamed-el-erian-says/

Hedge funds can shine in uncertain markets – they have not had a true period to shine since 2008, here it is on a golden platter, don’t turn that gold in to ETH
https://www.ubs.com/global/en/wealth-management/our-approach/marketnews/article.1568916.html

Random fluctuations of voltage in pink noise.

Tiger Global’s Day of Reckoning May Never Come – the true beauty of VC and PE – smoothing – everyone knows the emperor has no clothes but everyone is too busy with the fires and the emperor is sitting at the tailor waiting
https://www.washingtonpost.com/business/tiger-globals-day-of-reckoning-may-never-come/2022/06/28/d9102564-f6de-11ec-81db-ac07a394a86b_story.html

Who is Michael Hintze_ The Tory funder and climate sceptic about to be made a Lord – as someone who is a firm capitalist, libertarian with a science background I am at a loss other than to think $$ today outweighs tomorrow
https://www.bigissue.com/news/politics/who-is-michael-hintze-the-tory-funder-and-climate-sceptic-about-to-be-made-a-lord/

World Bank calls for sovereign debt changes ahead of looming crises – I agree and disagree – when are we going to force them to be good actors during good times, so this cycle does not go on in perpetuity
https://www.cnbcafrica.com/2022/world-bank-calls-for-sovereign-debt-changes-ahead-of-looming-crises/

Hedge fund manager Jim Chanos’s next ‘big short’ is data centres – unless of course the current admin steps in – not for the centers per se, but those 3 big guys are 3 of the biggest targets of the FTC
https://www.ft.com/content/e89e7071-0f1d-4bea-a857-a6fce236d776

NASA mission control computer room c. 1962

Crypto Billionaire Sam Bankman-Fried’s Wall Street Ambitions – I think it is far simpler, he fancies himself a Robinhood of sorts, giving away his own wealth, and so why not own Robinhood and wearing tights can’t be any worse than the shorts and tube socks
https://nymag.com/intelligencer/2022/06/crypto-billionaire-sam-bankman-frieds-wall-street-ambitions.html

Douglas Fairbanks as Robin Hood; the sword he is depicted with was common in the oldest ballads

Tech needs rules to operate globally, Eric Schmidt says – ‘growing-up’ right before our eyes, rose-colored glasses no more, they are easily broken when one of your own beliefs is attacked, simple avg person too lazy and dumb to decipher fake from facthttps://www.protocol.com/bulletins/tech-governments-globalization

Today’s Noise – It Is Only Going To Get Noisier

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.

Back To News