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Artificial Intelligence: The USPTO Deploys AI To Gauge AI Trends In Patents

October 28, 2020

The United States Patent and Trademark Office (USPTO) said in its October report, “Inventing AI – Tracing The Diffusion Of Artificial Intelligence With US Patents,” that annual AI-related applications rose from 30,000 in 2002 to more than 60,000 in 2018. That showed more than a 100% increase.

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Alternative Investments: An Interview with Jeffrey Chang of CBOE Vest.

May 6, 2020

Last week, Tim Melvin talked with Jeffrey Chang of CBOE Vest. His firm offers investment strategies called “defined outcome portfolios.”

These strategies help investors structure their portfolios to provide defined levels of growth, income, and risk.

Venture Capital: ApplyBoard, an Edtech Startup, is Canada’s Newly Minted Unicorn

May 6, 2020

ApplyBoard is an online platform that assists international students from around the world with their applications to study abroad. It’s a SaaS-enabled recruitment platform that was recognized in 2019 by Deloitte as Canada’s fastest-growing tech company.
ApplyBoard scored a phenomenal 12,525% GAAP revenue growth between 2015 and 2018.
On Tuesday it announced the closure of its series C funding round worth C$100 million (US$75 million).

DailyAlts Playbook

DailyAlts Playbook: Coronavirus, Bond Bulls, an EU Slump, and Expectations for the Job Market

May 6, 2020

This morning, Johns Hopkins University announced that more than 3.65 million official cases of COVID-19 around the globe. States across the country will reopen their economies this week. Florida has opened restaurants with social distancing guidelines in place. California will permit clothing stores, flower shops, and bookstores to provide curbside pickup. And New York will let construction, manufacturing, and certain retail employees return to work. The official U.S. tally of coronavirus cases topped 1.2 million on Tuesday evening.

Community Banking – Seneca-Cayuga Bancorp To Become a Publicly Traded Stock

May 6, 2020

As part of the conversion and reorganization, the Bank would become a wholly-owned subsidiary of a new holding company.  Shares of common stock of the Company held by persons other than the MHC (whose shares would be canceled) would be converted into shares of common stock of the new holding company pursuant to an exchange ratio generally intended to preserve the percentage ownership interests.

Digital Assets: Bitcoin Rallies as Halving Approaches

May 5, 2020

With halving now just a week away, is BTC repeating the script from its previous two halvings? On both the two previous occasions, bitcoin enjoyed sharp rallies post the halving event, though, in 2016, there was a dip before the rally commenced.

DailyAlts Playbook: Buffett Ditches Airlines, Wall Street Movies, Black Swans, and Stimulus Estimates.

May 4, 2020

This morning CNBC is covering the Berkshire Hathaway meeting the same way that ESPN covers the day after “The Last Dance” on ESPN. The big focus is on Buffett’s message “Nothing can basically stop America.” But my two key takeaways – as I assess Buffett’s career and philosophy – center on Berkshire’s decisions during March. My generation is one that looks at Buffett as a nice grandfather who likes to spend time with the family – not the ruthless businessman who was able to get General Electric to pay him 10% in 2008 on top of $3 billion in stock. It’s one of the reasons why people say “You mean the guy getting ice cream with his grandkids in HBO’s Too Big to Fail.”

Liquid Alternatives: Why the Risk-Reward on Grain ETFs Makes Sense

May 1, 2020

Speaking to Tom Lydon at the Inside ETFs conference, Sal Gilbertie, CEO, Teucrium, observed that agricultural commodities such as grains were an excellent diversifier.

The DailyAlts Playbook: Two Years of COVID? ,The Meb Faber Interview, Amazon’s Coronavirus Shift, and Tesla Tussles…

May 1, 2020

The coronavirus has now officially affected more than 3.27 million people, with nearly 234,000 deaths, according to Johns Hopkins University. Last night, China announced that the Hubei province – where officials first detected COVID-19 – will start to relax its lockdown rules starting tomorrow. The province’s health commission announced Friday that it will decrease its emergency response level to its second-highest grade tomorrow. Elsewhere around the globe, Iran, Russia, and Singapore reported an increase in cases. Meanwhile, in the U.S., major airlines have announced plans to require passengers to start wearing face masks or facial coverings from check-in to departing the plane.

Community Banking: Tinker Federal Credit Will Buy Prime Bank (Oklahoma)

May 1, 2020

Tinker Federal Credit announced Thursday that it will purchase “substantially all of the assets and operations” of Prime Bank in Edmond, Oklahoma. The target has roughly $285 million in assets, according to a press release. 

“We’re excited about the prospect of providing expanded services to TFCU members and to customers of Prime as well,” announced TFCU President and CEO Michael Kloiber.

Alternative Investments: A Conversation with Meb Faber of Cambria Investments

April 30, 2020

This week, we sat down with Meb Faber of Cambria Investments to discuss his investment approach and how it can help investors miss the massive sell-offs that occur in the stock market. We also discuss his tail risk strategy that uses Treasury Bonds and options to hedge equity portfolios in turbulent times. Meb Faber is the author of seven investment books and the host of The Meb Faber Show Podcast. Cambria Investments offers 11 different Exchange Traded Funds based on Meb’s investment philosophy.

DailyAlts Playbook: Chinese Firms Hit the Exits, Musk’s Rant on “Fascism”, Hedge Fund Returns, and Unemployment Totals

April 30, 2020

This morning, all eyes are on the U.S. Department of Labor as it reports the latest figure on unemployment benefits across the United States. More than 30 million people are now seeking unemployment benefits across America. The news comes a day after Federal Reserve Chair Jerome Powell warned that we are facing the worst economy in history. Powell said after the two-day FOMC meeting that Americans can expect to see terrible economic data during the second quarter. He also said that the Fed is prepared to provide more liquidity to the market and suggested that small businesses may need additional funding to keep their lights on.

DailyAlts Playbook

DailyAlts Playbook: Icahn’s Victory Lap, An Opening Worth Celebrating, The Fed Talks, and the End of Mergers as We Know It.

April 29, 2020

THE DAILYALTS PLAYBOOK April 29, 2020 DailyAlts Playbook: Icahn’s Victory Lap, An Opening Worth Celebrating, The Fed Talks, and the End of Mergers as We Know It. PRIME OVERVIEW Good morning, There is a plan. No, not the Federal Reserve. No, not from the White House. Major League Baseball is considering a plan that would…

DailyAlts Playbook

DailyAlts Playbook: Gundlach Shorts, Technical Wizards, Germany’s Economy, PE Lobbying, and the Lakers Take a Loan…

April 28, 2020

The Federal Reserve will kick off its two-day meeting to discuss monetary policy in the wake of the history coronavirus outbreak. The Fed has taken extraordinary steps to stimulate the U.S. economy, including slashing interest rates to zero and buying junk bonds. The central bank will likely not announce any new plans until it has further information on the state of the American economy. The economy, which could face levels of unemployment we haven’t seen in more than 80 years, could take more than 18 months to recover. However, we could see some sectors fail to return to their pre-COVID strengths.

Liquid Alternatives: “ETFs’ Finest Hour” – Dave Nadig

April 27, 2020

Are stock ETFs a source of risk in the current environment? How did they perform under the weight of enormous flows, both in and out? These and other issues figured in a chat on “The Compound” between ETF Trends CIO and Director of Research Dave Nadig and Barry Ritholtz, Chairman and CIO of Ritholtz Wealth Management.

DailyAlts Playbook

The DailyAlts Playbook: Incentives for Work, Crude Crushed, Monty Bennett Keeps the Money, and Cuomo’s Collective

April 27, 2020

We start this morning with Scott Minerd’s take on the V-shaped recovery, unintended consequences of fiscal and monetary policy, and the moral hazard facing our economy.

The CIO of Guggenheim Partners dropped his latest insights in the middle of the night, and they’re quite jarring. If you don’t know Minerd, be sure to read his analysis during the COVID crisis.

Private Equity: Northwestern Studies Industry’s Crisis Reaction

April 24, 2020

Filippo Mezzanotti, an Assistant Professor of Finance at the Kellogg School of Management at Northwestern University, has been studying how private equity fares in a crisis.

He examined data from nearly 500 PE-backed companies in the United Kingdom before and after the Great Recession. He and his research team found that d that PE-backed companies weathered the crisis better than other companies.

DailyAlts Playbook

The DailyAlts Playbook: Long Agriculture, Short Peloton Rides, Crypto Sentiment, and the Slump in Hedge Fund AUM

April 24, 2020

THE DAILYALTS PLAYBOOK April 24, 2020 The DailyAlts Playbook: Long Agriculture, Short Peloton Rides, Crypto Sentiment, and the Slump in Hedge Fund AUM PRIME OVERVIEW Good morning, “He told me to go into farming.” That was the opening line of a column I wrote in 2011 about famed investor Jim Rogers. When I was coming…

DailyAlts Playbook

The DailyAlts Playbook: The Madness of Shorting Tesla, Expedia’s Capital Raise, the Belt Road Initiative, and “Gooooooold.”

April 22, 2020

THE DAILYALTS PLAYBOOK April 22, 2020 The DailyAlts Playbook Talks About The Madness of Shorting Tesla, Expedia’s Capital Raise, the Belt Road Initiative, and “Gooooooold.” PRIME OVERVIEW Good morning, Yesterday, I received a text from a close friend who had an idea. He wanted to short a stock that was trading at nosebleed levels, had…

DailyAlts Playbook

The DailyAlts Playbook: Free Oil, Gold at $3,000, Investment Debt, and Kim Jung Un

April 21, 2020

On Monday, oil futures fell into negative territory for the first time in market history. With expiration taking place today, producers were forced to pay traders to take crude off their hands at the delivery point at Cushing, Oklahoma. Crude for May delivery fell to negative $37.63 per barrel. This morning, the June contract fell 24% to $15.50, while the Brent crude contract shed nearly 19%.

The DailyAlts Playbook: $0 Oil, How to Play Recreational Cannabis, and Why Macy’s Is Selling RE-backed Bonds…

April 20, 2020

THE DAILYALTS PLAYBOOK April 20, 2020 The DailyAlts Playbook Talks $0 Oil, How to Play Recreational Cannabis, and Why Macy’s Is Selling RE-backed Bonds… PRIME OVERVIEW Good morning, Please forgive my tardiness – but as an economist, I’m trying to figure out what kind of scotch to use to help these oil prices make sense…

The DailyAlts Playbook: How to Disappear, Ugly Economic Numbers, Rental Bailouts, and Just How Long Harvard Thinks We’ll Be Locked Inside Our Homes.

April 16, 2020

Last week, more than 6.6 million new workers filed for unemployment benefits. This week, the figure topped 5.2 million, bringing the total number of Americans unemployed to 22 million. We have formally wiped out all job gains since the end of the Great Recession.

DailyAlts Playbook: Talks Ackman’s CNBC Defense, Earnings Season Blues, and Hedge Funds’ Small Business Cash Hubbalooza

April 15, 2020

This morning, the Dow Futures projected a 400-point decline as investors continue to digest the ongoing status of the coronavirus.

On Tuesday, President Donald Trump announced that the U.S. will halt all funding to the World Health Organization as the White House completes its review of the coronavirus outbreak.

DailyAlts Playbook

The DailyAlts Playbook: Ray Dalio, Weezer Cover Bands, Bank Earnings, and Big Problems at Lime Asset Management.

April 14, 2020

This morning, financial companies started earnings season with a flurry of reports. Wells Fargo (NYSE: WFC) kicked off the day with news that it has set aside a large amount of cash over fears of potential customer defaults. The firm reported earnings per share of $0.01, much lower than the $0.33 expected among analysts. The firm also missed revenue expectations by a large amount. “Our results were impacted by a $3.1 billion reserve build, which reflected the expected impact these unprecedented times could have on our customers,” said CFO John Shrewsberry said this morning.

DailyAlts Playbook

DailyAlts Playbook: Academic Suppression, Cuban 2020, Loan Standards, and Daft Punk to DJ Shadow

April 13, 2020

THE DAILYALTS PLAYBOOK April 13, 2020 The DailyAlts Playbook Talks About Academic Suppression, Cuban 2020, Loan Standards, and Daft Punk to DJ Shadow PRIME OVERVIEW Good morning, We return from the holiday weekend with some greater confirmation that this virus likely didn’t come from a Seafood market in China. Of course, we won’t ever be…