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Today’s Noise – Happy Thanksgiving – I am grateful to all of you who put up with my very non-PC rants

Today’s Noise – Happy Thanksgiving – I am grateful to all of you who put up with my very non-PC rants

161124-N-JW440-155 U.S. 5TH FLEET AREA OF OPERATIONS (Nov. 24, 2016) Chief of Naval Operations Adm. John Richardson has Thanksgiving dinner with Sailors and Marines aboard the amphibious assault ship USS Wasp (LHD 1). Wasp is deployed with the Wasp Amphibious Ready Group to support maritime security operations and theater security cooperation efforts in the U.S. 5th Fleet area of operations. (U.S. Navy photo by Petty Officer 3rd Class Rawad Madanat/Released)

Financial crisis fears_ Could the world’s most important market crash – the confluence of events – Fed not buying and everyone else battling the strong dollar no wonder there are no buyers, this too shall pass
https://www.smh.com.au/business/markets/could-the-world-s-most-important-market-crash-20221123-p5c0jn.html

Daeufers Brewery – 24 Nov MC – Allentown PA

Crypto Was Meant To Be Radical, But It’s Been Taken Over By Wall Street – too funny – the idea of no intermediaries and not expecting it to be filled with crooks and scam artists is comical, no ‘police’ results in anarchy, human nature
https://novaramedia.com/2022/11/22/crypto-was-meant-to-be-radical-but-its-been-taken-over-by-wall-street/

what-really-matters – Howard Marks always a great read – couldn’t agree more on looking at stocks as a trade versus ownership – reason I never bought FB – to me owning social media is like owning a gun company
https://www.oaktreecapital.com/insights/memo/what-really-matters

Caption: Erntedankfest at the Gronau Camp. Annually the refugees celebrate a Harvest Thanks Festival, even if they have not sown or reaped, they have much for which they feel constrained to give thanks. This is the stage of Concordia Hall. Citation: Arthur Voth Photographs, 1947-1949. HM4-387 Box 1 Folder 2 photo 15. Mennonite Church USA Archives – Goshen. Goshen, Indiana.

Sellside toil and trouble – what a joke, sellside analysts weren’t good, just connected by their IBanks (I guess insider knowledge is valuable to be first in line) no more insider info so why bother
https://www.ft.com/content/6adc6f14-744b-4462-b9d7-b88263efecbe

Joseph L’Heureux family harvesting near Beaumont, Alberta., 1914. A6275

Today’s News 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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Today’s Noise – Happy Thanksgiving – I am grateful to all of you who put up with my very non-PC rants

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