Today’s Noise August 18th 2022

Crypto funds weigh market data options as correlations grow – yeah so much for a non-correlated new asset class, but all is not lost compliance doesn’t care if we trade them
https://www.livemint.com/market/cryptocurrency/crypto-funds-weigh-market-data-options-as-correlations-grow-11660817173598.html
Dubai Investment Fund Strengthens Foothold In Global Markets – no doubt they’re willing to bet on sustainable energy – it’s like a boxer betting on his opponent when he knows he is going to get pummeled
https://www.businessworld.in/article/Dubai-Investment-Fund-Strengthens-Foothold-In-Global-Markets/18-08-2022-442783/

Quant funds support market rally by ramping up bets on US stocks – the trend is their friend – until it’s not – enjoy the summer while you can – with autumn comes the FALL
https://www.ft.com/content/a1b68d5d-bba5-4552-ac8b-6d71152cf961
America’s richest black man Robert Smith bought lavish properties with unclaimed income – if he had sold drugs illegally you would want him forgiven, and why do you label him the way you do, he didn’t just create for himself
https://www.dailymail.co.uk/news/article-11119991/Americas-richest-black-man-Robert-Smith-bought-lavish-properties-unclaimed-income.html

Tiger Global Slashes Tech Hold – they already slaughtered the cow after he got out of the barn so why close the door
https://www.gurufocus.com/news/1853410/tiger-global-slashes-tech-holdings-after-huge-losses
Why did Reddit turn Bed Bath & Beyond into the latest meme stock_ – because they were all there recently buying stuff for their senior year at school
https://sea.mashable.com/life/21158/why-did-reddit-turn-bed-bath-beyond-into-the-latest-meme-stock

Volatility investor warns of false dawn for US equities market – yup and this falter will cascade across all asset classes ultimately, the best way to predict the future is look at the past
https://www.ft.com/content/632834f6-9ace-4277-98ab-db94ac781fc3
The fate of Millennium’s index-rebalance king Glen Scheinberg, and his profitable team, has the hedge-fund industry abuzz – it’s almost like a selling vol strategy – works until it doesn’t, crushes a few, they leave and it works again until it doesn’t
https://africa.businessinsider.com/finance/the-fate-of-millenniums-index-rebalance-king-glen-scheinberg-and-his-profitable-team/nn5vmn0
Today’s Noise August 18th 2022
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.



