6 min read

From Innovation to Inflation

By: Altegris Research (Curators) on 3/10/23 2:00 PM

Weekly Round-Up
Featured Image

Weekly Round-Up: Issue 031023

 
Rich List

The 22nd Annual Ranking of the Highest-Earning Hedge Fund Managers | Institutional Investor 

 

 
CTAs 

Fast-Money Quants Are Buying Stocks as Human Traders Stay Put | Bloomberg 

 

 
Private Equity 

Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio | KKR    

 

 
Interest Rate Risk 

The Demise of Silicon Valley Bank | Net Interest 

 

 
Grayscale Arb Trade 

FTX Wants Its Bitcoins Back From Grayscale | Matt Levine, Bloomberg    

 

 
Diversify During Inflation

Mapping bond and equity returns in historic inflation regimes | Macrobond  

 

 

AI and Investment Management  

ChatGPT: The Origins, the Hype, the Opportunity | CFA 

 

 

Land and Infrastructure

Land and Infrastructure| Investing in water - A raft of solutions | BNP Paribas  

 

 

Crude

U.S. Shale Boom Shows Signs of Peaking as Big Oil Wells Disappear | WSJ   

 

 

The Next Commodity Market Driver

The Next Commodity Market Driver | CME  

 

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