Today’s Noise – Welcome to the Beginning of the End – Dog Days of Summer

Today’s Noise – Welcome to the Beginning of the End – Dog Days of Summer

Aerial view of Ocean City beach, before (left) and after (right) a beach nourishment project

The case for a multi-year digital currency bear market – every nascent industry is largely populated with crooks and cowboys as its early entrants
https://coingeek.com/the-case-for-a-multi-year-digital-currency-bear-market/

Ocean City Transportation Center, a former train station that is now a bus station used by NJ Transit

How Wall Street Escaped the Crypto Meltdown – retail will always take the hit on ‘get rich quick ideas, better to be lucky, than smart, retail often is neitherhttps://www.nytimes.com/2022/07/05/business/economy/wall-st-cryptocurrency-prices.html

The skyline of Atlantic City, New Jersey looking southwest from the 47th floor of Revel Atlantic City

Hong Kong Tycoon’s Family Office to Launch First Hedge Fund – that’s putting your money where your mouth is, not really, amounts to probably less than 100th of the family’s annual interest income
https://www.finews.asia/finance/37245-hong-kong-tycoon-s-family-office-to-launch-first-hedge-fund

A High Tide at Atlantic City by William Trost Richards is housed in the Brooklyn Museum.

Gulf oil cash becomes a magnet for global money managers – they didn’t just discover it, they just woke up to the fact that to get it you need to ‘live’ it
https://www.ft.com/content/74cea0f9-a0a8-4f54-9e05-045cce76e823

The Tropicana from the boardwalk

Ray Dalio attacks U.S. populists and warns Russia may be ‘lesser loser’ in Ukraine war – yup both the left and the right (the extremes are the squeaky wheels) need to be quieted, and soon
https://www.marketwatch.com/story/ray-dalio-attacks-u-s-populists-and-warns-russia-may-be-lesser-loser-in-ukraine-war-11656948778

Boardwalk from beach, 1936. Edward M. Eggleston painting.

New bear-market bitcoin ETF products emerge as ‘crypto winter’ crisis – nice, they have come to take what’s left of retail’s money, no way an ETF works in such a volatile market https://www.institutionalassetmanager.co.uk/2022/07/04/310063/new-bear-market-bitcoin-etf-products-emerge-crypto-winter-crisis-deepens

Looking down on boardwalk, beach and distant pier at night, 1935.

Bill Browder says Western sanctions on Russia are ‘still not enough’ – had the chance to sit with him at lunch not too long after Russian Deval – smart man, not sure how he is still alive though
https://www.penews.com/articles/bill-browder-says-western-sanctions-are-hard-hitting-but-still-not-enough-20220704#

Lucy the Elephant in nearby Margate City

Global inflation_ Japan faces a moment of truth – not sure what good a cheap Japan does, but I would stick to their guns because if I was a betting man I’d say US is in a recession
https://www.ft.com/content/136af78b-dee2-446f-8ba8-21d25ce74ff8

Today’s Noise – Welcome to the Beginning of the End – Dog Days of Summer

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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