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DailyAlts Playbook: Mark Yusko, Bill Ackman, Tiger King, and “Bringing Back Paper Bags…”

DailyAlts Playbook

THE DAILYALTS PLAYBOOK April 3, 2020 Today, the DailyAlts Playbook Talks About Mark Yusko, Bill Ackman, Tiger King, and “Bringing Back Paper Bags…” PRIME OVERVIEW Good morning: Markets are still locked in negative momentum. Oil bouncing to $26. But are we really going to speculate on oil right now? Perhaps… perhaps it’s worth looking at Tortoise Pipeline (NYSE: TTP) as a long while shorting the Alerian MLP (NYSE: AMLP) because the discount on the closed-end fund is so insane that it was trading like our entire pipeline system is going out of business. I would argue that a few hundred thousand miles of pipeline would make for good scrap… but then again for what? This is where liquidation models go out the window, and there’s really no reason to speculate. Don’t start thinking like me. I’ve been stuck in a house for three weeks… I’m still sitting about 98% in cash and holding two small speculative positions in the FAZ and DRV. If you’re still in the market, I’d recommend reading what Mark Yusko said about what might lie ahead. I can’t jump on the gold miner bandwagon with him, but I’m on board with emerging markets. If I’m going…

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DailyAlts Playbook: Mark Yusko, Bill Ackman, Tiger King, and “Bringing Back Paper Bags…”
April 3, 2020

THE DAILYALTS PLAYBOOK April 3, 2020 Today, the DailyAlts Playbook Talks About Mark Yusko, Bill Ackman, Tiger King, and “Bringing Back Paper Bags…” PRIME OVERVIEW Good morning: Markets are still…

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DailyAlts Playbook: Activists in a Pandemic, SoftBank’s WeWork Debacle, High-Yield Defaults, and Demon Days
April 2, 2020

The Dow Futures rallied more than 340 points after a dismal start to the second quarter. This morning, investors are paying very close attention to the weekly jobless claims from the…

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Hedge Funds: Steven Cohen Warns of “Tremors” After the Earthquake in the Markets
April 1, 2020

Steven A. Cohen, the founder of Point72 Asset Management, warned investors to be cautious about the current market environment. The fund manager suggested that the markets haven’t fully recovered from…

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The DailyAlts Playbook: College!, Record Unemployment, PE Lobbying Efforts, and Icahn’s Failed Merger
April 1, 2020

This morning, investors are starting to speculate on the March jobs report set for this Friday from the U.S. Labor Department.

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DailyAlts Playbook: Margin Call, the WHO’s Latest Projections, Depression Level Unemployment, and Larry Fink’s Outlook.
March 31, 2020

Yesterday, the Federal Reserve dropped a bombshell on the markets. According to the central bank, up to 47 million Americans could lose their jobs, bringing the U.S. unemployment rate up…

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Private Equity: Ardian Raises $18 Billion for New Fund
March 31, 2020

Ardian has raised $18 billion for a new fund to buy stakes in private equity funds. Reports say the European private equity manager could close the fund to new investors…

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DailyAlts Playbook: Commercial Real Estate Woes, Crude Collapse, 2002 Music Reviews, and Ackman’s “Hell is Coming” Defense
March 30, 2020

THE DAILYALTS PLAYBOOK March 30, 2020 Today, the DailyAlts Playbook talks about Commercial Real Estate Woes, Crude Collapse, 2002 Music Reviews, and Ackman’s “Hell is Coming” Defense. PRIME OVERVIEW Good…

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Alternative Investments: Howard Hughes Corporation Announces Secondary Offering
March 30, 2020

The Howard Hughes Corporation (NYSE: HHC) announced a secondary offering on Friday. The offering consists of two million shares at $50 a share. The company said it also entered into…

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DailyAlts Playbook: Money Printing, Jams on the 90s, and Why Sovereign Funds are Struggling
March 27, 2020

The Dow Jones projected a 680-point decline in premarket hours as the markets selloff from a massive three-day rally. The mainstream press is back in cheerleader mode, proclaiming that the…

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Hedge Funds: Paul Tudor Jones Expects Stocks to Retest March Lows
March 26, 2020

Paul Tudor Jones said Wednesday that he expects that the market will push higher by June. However, he expects there to be a very volatile market come April.  In an…

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