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Crypto-assets appear in a revived and refreshed bull market, the analyst writes. Senior Bloomberg Commodity Analyst Mike McGlone weighs in with a very bullish prognosis for crypto-assets in the September edition of Bloomberg’s Crypto Outlook 2021. Considering cryptos such as bitcoin and ethereum are lifting off in the second half of the year from levels…
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The DailyAlts Playbook: The World Economic Forum, Citadel’s Return to China, Musk’s Mars Distraction, and Guggenheim Partners’ Warning.
Today, the DailyAlts Playbook talks the World Economic Forum, Citadel’s return to China, Elon Musk’s latest distraction, and Guggenheim Partners’ warning.
ESG: Cerulli Report Says 2020 To Be “Pivotal” For Retail ESG Investing
New regulations, products, and money will make 2020 a banner year for ESG in Europe
Sustainable and responsible investing around the themes of Environment-Social-Governance (ESG) will come into its own in 2020 in Europe, says the latest monthly report by Cerulli. And demand impetus may come from retail investors, the report goes on to say.
The DailyAlts Playbook: Short Strategies for Tesla and Apple, where Ken Griffin was on Wednesday, Kyle Bass’ Hong Kong Worries, and the GAO’s Statement on Donald Trump
Today, the DailyAlts Playbook talks about short strategies for Tesla and Apple, where Ken Griffin was on Wednesday, Kyle Bass’ Hong Kong worries, and the GAO’s statement on Donald Trump.
The DailyAlts Playbook – Trump’s Search for Ken Griffin, Souvenir Impeachment Pens, Family Office Flows, and Kyle Bass’s Hong Kong Warning – January 16, 2020
This morning, U.S. markets are ticking higher as markets largely ignore Impeachment drama in Washington and cheer the Phase One trade deal between the U.S. and China. The dollar is steady. Solid earnings from Taiwan Semiconductor Manufacturing gave investors the sense that headwinds facing the global economy are calming.
Real Estate: Indian Real Estate 2019-Big Deals Largely Concluded by Foreign PE Investors
Foreign private equity invested US$5.03 billion in Indian real estate in 2019.
Compared to 2018, when foreign PE investors poured in US$ 5.13 billion into Indian real estate, investment fell by 2% in 2019.
The DailyAlts Playbook – A Ponzi Scheme that Bilked Berkshire Hathaway, Infrastructure Expectations, Larry Fink’s Climate Change Letter, and Bridgewater’s Take on Gold
Today, the DailyAlts Playbook talks a Ponzi Scheme that bilked Berkshire Hathaway, infrastructure expectations, Larry Fink’s climate change letter, and Bridgewater’s take on gold.
The DailyAlts Playbook – Repo markets, BlackRock’s Climate Reversal, Bubble Warnings, and the Not-so Surprising News from Tribune Newsrooms
The DailyAlts Playbook talks repo markets, BlackRock’s climate reversal, bubble warnings, Climate Change funds, and the non-so surprising news out of Tribune newsrooms
Fintech: Goldman Sachs Launches Its Marcus App
Online bank Marcus from Goldman Sachs Group has finally come to mobile devices. The Wall Street financial giant launched its long-awaited app for customers last week. The lack of an app has been an ongoing source of frustration for customers who could only see balance transfers, account information and make payments on loans with their phones and other devices.
The DailyAlts Playbook – PointState’s Redemption Woes, Crypto Whale Dominance, a Sleepy IPO, and a Contest to Fly around the Moon with a Love-Starved Japanese Billionaire.
Today, the DailyAlts Playbook talks PointState’s redemption woes, Crypto Whale dominance, a sleepy IPO, and a contest to go around the moon with a love-starved Japanese billionaire.
The DailyAlts Playbook – “Clown Airplanes”, Russian and Chinese-focused funds, AQR staff cuts, and Brexit Beginnings – January 10, 2020
Today, the DailyAlts Playbook talks “Clown Airplanes”, Russian and Chinese-focused funds, AQR staff cuts, Brexit Beginnings, and an offer for our new readers.
ESG: Corporate Borrowers Beware; Banks Screening for ESG, Says Fitch
ESG bites into banks’ lending to corporates, says a report by Fitch Ratings.
Fitch Ratings fielded a survey in the third quarter of 2019 and received 182 responses from banks. The survey examined how environmental, social and governance (ESG) considerations are being incorporated into banks’ risk, financing, and prudential supervision frameworks.
The DailyAlts Playbook – More Fund Returns, Insider Trading Codes, AI Stock Picking and Black Swans – January 9, 2020
Today, the DailyAlts Playbook talks the largest debt swell since the 70s, Black Swan babble, more hedge fund returns, insider trading codes, and AI’s shift into stock-picking.
The DailyAlts Playbook – January 8, 2020
The DailyAlts Playbook talks Elon Musk’s dance moves, a pension battle over the XFL, the latest round of hedge fund performance numbers, U.K. financial crimes, and new AI guidelines.
The Private Equity Dilemma: There’s Simply Too Much Money on the Sidelines
The private equity industry has a problem. A big one. Dry powder, or uninvested cash, at private equity firms, totaled $1.45 billion at the end of 2019.
The DailyAlts Playbook: January 7, 2020
Today, the DailyAlts Playbook talks pension allocations in 2020, the cost of Carlos’ freedom, Blackstone Group’s 2020 Surprises, and a ridiculous valuation for TopGolf.
Tim Melvin: Expectations for REITs in 2020
NAREIT – the National Association of Real Estate Investment Trusts — explored REITs’ strong 2019 performance and linked the sector’s success to a bounceback from 2018’s lackluster performance. Last week’s commentary quoted Matt Werner, portfolio manager at Chilton Capital Management.
The DailyAlts Playbook – January 6, 2020
Today, the DailyAlts Playbook talks zero-fee hedge funds, where REITs go from here, our chat with Daniel Rasmussen, and the CFTC manhunt for a crypto manager and his client’s $147 million.
The DailyAlts Interview With Daniel Rasmussen of Verdad Advisors
Today, we’re chatting with Daniel Rasmussen, a founding partner at Verdad Advisors. Daniel was a member of Forbes 30 under 30 at Forbes. His fund aims to replicate private equity returns in the public markets by using research and quantitative methods to build a portfolio of leveraged companies.
The DailyAlts Playbook – January 3, 2020
Today, the DailyAlts Playbook talks about tensions in the Middle East, the fall of hedge fund fees, capitalists without capitalism, and the rise of Boise, Idaho.
Bancorp South Bank Completes Deal for Texas First Bancshares
The deal creates a new firm with $21 billion in assets. Bancorp South Bank announced the completion of its acquisition of Texas First Bancshares, the parent company of Texas First State Bank. Following the deal, Bancorp South now has $21 billion in assets. It operates approximately 310 full-service branch locations as well as additional mortgage,…
The DailyAlts Playbook – January 2, 2020
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ESG: A Global Transition to 100% Renewable Energy Costs $73T; Payback 7 Years
A group of researchers at Stanford University, led by Mark Jacobson, has prepared detailed roadmaps for 143 countries that account for 99.7 percent of all global greenhouse gas emissions. These roadmaps provide for a 100% transition to wind-water-solar (WWS) energies and storage by 2050, and 80% by 2030.
The global cost? All of about $73 trillion as per the present value of capital cost. The payback is in under seven years, and comes with massive benefits
Community Banking: Evans Bancorp to Buy FSB Bancorp
Evans Bancorp announced this week plans to purchase FSB Bancorp (FSBC) for approximately $34.7 million.
The price of $17.80 per share for FSB Bancorp will be paid 50% in cash and 50% in the stock.
The transaction is subject regulatory and shareholder approval and is expected to close in the second quartered 2020
Community Banking: Cambridge Financial Group Will Buy Melrose Bancorp
Cambridge Financial Group is acquiring Melrose Bancorp (MELR) for $25 a share in cash. The mutual holding company for Cambridge Savings Bank will receive quite a boost after this deal. Cambridge would have assets of approximately $4.7 billion and a branch network of 17 full-service offices. The transaction is subject to regulatory and shareholder approval and should close in the second quarter of 2020.