Today’s Noise – Uncertainty is an uncomfortable position. But certainty is an absurd one.
SBF, Bored Ape Yacht Club, and the Spectacular Hangover After the Art World’s NFT Gold Rush – you all realize that the Emperor has no clothes on, don’t you
https://www.vanityfair.com/style/2023/01/sbf-bored-apes-art-world-hangover
Norway fund chief warns at Davos of ‘very, very low’ returns for stocks – as more and more become more pessimistic I am becoming very conflicted, I hate when people agree with me
https://www.ft.com/content/e9ef4346-0adf-40fa-bdae-a33690e80244
It’s the currency, stupid -that’s not a nice word, and it isn’t just the currency, it is the inability to break the vicious cycle that developing loans create, the measures attached are often too austere and the leaders involved often too corrupt
https://www.ft.com/content/ef56e83b-4e6c-41b9-b404-ab84da34776f
The dangerous spread of shadow banking – blaming the gun rather than the gunman, they wanted their cake and to eat it too, plus using LDI at historical lows just seemed to me like putting your winter coat on in Miami in August
https://www.worldfinance.com/special-reports/the-dangerous-spread-of-shadow-banking
Today’s Noise – Uncertainty is an uncomfortable position. But certainty is an absurd one.
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.
