Today’s Noise – spurious or not – the weather vol and market vol seem perfectly correlated – enjoy the East Coast winter day
How You Trade Your Way to Poor Investment Returns – a partner in a company would actually know its value so they wouldn’t be buying GME at almost any price https://pantagraph.com/business/investment/personal-finance/how-you-trade-your-way-to-poor-investment-returns/article_2c408efe-0dd7-50af-8226-c1e4937d83a0.html
Balancing act_ Tackling bitcoin’s energy consumption – from my way of thinking crypto is two-fold drain since it is a large consumer on absolute basis and serves little purpose – develop a green coin https://www.hedgeweek.com/2022/03/29/313274/balancing-act-tackling-bitcoins-energy-consumption
Russia investors should put morals ahead of profiteering – why should they be the exception
https://www.ft.com/content/61befa1c-aa57-47c8-b84d-c955056c3b13
Billionaire tax in Biden’s latest ‘wish list’ – stupid is as stupid does, unrealized gains tax is moronic even if they are borrowing against, and the implications on tightly held companies is huge, just plain dumb
https://www.afr.com/wealth/tax/billionaires-and-private-equity-tax-hikes-in-us-plan-20220329-p5a8t2
Hedge Fund Launches Went Through the Roof Last Year – and in a couple of years we’ll see record closures, if not sooner https://www.institutionalinvestor.com/article/b1xcj3cxhd3qkf/Hedge-Fund-Launches-Went-Through-the-Roof-Last-Year-Here-s-Why
How Pennsylvania’s major pension plan fell out of love with Bridgewater, the world’s biggest hedge fund – armchair quarterbacks are always the best investors, you work for the gov’t because of your second-tier intelligence, know thyself https://www.fltimes.com/news/nation/how-pennsylvanias-major-pension-plan-fell-out-of-love-with-bridgewater-the-worlds-biggest-hedge/article_da5ecc8f-2149-52b0-89f4-f7903994e350.html
Hedge fund firm Coatue to withhold USD33m of client redemptions – if this is a shocker to any of their investors then they better do a better job of reading the docs
https://www.hedgeweek.com/2022/03/28/313241/hedge-fund-firm-coatue-withhold-usd33m-client-redemptions
Today’s Noise – spurious or not – the weather vol and market vol seem perfectly correlated – enjoy the East Coast winter day
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 now 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. Moreover, an investment bank boutique that specializes in hedge fund structures and marketing and served in senior marketing roles at both Pequot Capital and Sagamore Hill.
