Today’s Noise : May 4th, 2022
Tiger is suffering one of the biggest hedge fund drawdowns in history – turns out maybe they’re more of a house cat, just kidding, in the long run great returns but many times that success is a curse
https://www.ft.com/content/9eadcb9c-e828-4385-b1c7-22029ee7dae8
‘Bubble stocks popped’ but it’s still not safe to buy them, says Ray Dalio, founder of world’s biggest hedge fund – don’t disagree – also need to look at it relative to value and the S&P to get a sense of bottom – big diff Dot Com most had no earnings
https://www.marketwatch.com/story/bubble-stocks-popped-but-its-still-not-safe-to-buy-them-says-ray-dalio-founder-of-worlds-biggest-hedge-fund-11651618063
Is Elon Musk Moving the Goalposts for His Twitter Deal – love the guy, but when hasn’t he moved the goalpost, he got you on the hook and now he’ll reel you in
https://www.fool.com/investing/2022/05/04/is-elon-musk-moving-the-goalposts-for-his-twitter/
Everything you need to know about Russia’s dance with default – even Putin recognized that Russia is a gnat in the global economic scheme of things – though the Pope apparently believes this is the West’s fault https://globalnews.ca/news/8807553/russia-default-ukraine-explainer-debt/
Today’s Noise : May 4th, 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.
