Today’s Noise – Happy Monday May 2nd!
Japan Is Back On The Risk Radar – yup – these are heading to 1998 levels – but reversal right around the corner
https://seekingalpha.com/article/4505731-japan-is-back-on-the-risk-radar
Divergent views on China’s investment landscape – proof you can’t have it all but managed capitalism was working – now they’re desperate for flows versus flu
https://www.ft.com/content/72a16c35-79a5-4cb1-9ee4-b34fbb4be3d6
Investors grapple with sustainability in short selling strategies – so basically the EU is opining on shorting’s effectiveness by not allowing it – ‘fighting’ with one arm tied
https://www.ipe.com/esg/investors-grapple-with-sustainability-in-short-selling-strategies/10059519.article
$2 Billion Hedge Fund Loses Nearly Half After Carvana Plummets 75% In 2022 – first – great example of taking profits and risk off the table, second even if you think it has better days to come
https://www.nxtmine.com/economics/2-billion-hedge-fund-loses-nearly-half-after-carvana-plummets-75-in-2022/
Who is Paul Singer, the man dubbed ‘the world’s most feared investor’ – of course he doesn’t win them all – only Bernie won them all – but definitely one of the smartest, most thoughtful investors out there https://financialpost.com/investing/who-is-paul-singer-the-man-once-dubbed-the-worlds-most-feared-investor
Today’s Noise – Happy Monday May 2nd!
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.
