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Bonding over Financial Engineering

By: Altegris Research (Curators) on 4/14/23 2:00 PM

Weekly Round-Up
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Weekly Round-Up: Issue 041423

 
Unintended Consequences

Frankenstein's Monster | JPM

 

 
Trend Update

Trend Following Performance Report — March, 2023 | Top Traders Unplugged

 

 
Swaps

Goldman Got Some Good Swaps Deals | Matt Levine, Bloomberg

 

 
PORTCO DEBT BUYBACK

Private Equity’s Latest Money-Making Trade: Buying Its Own Debt | Bloomberg

 

 
Blue Owl

Blue Owl Launches Business to Invest in Fund Managers’ Prized Assets | WSJ

 

 
Carbon Self-Funding

Occidental Makes a Billion-Dollar Climate Moonshot—So It Can Keep Pumping Oil | WSJ

 

 
REITs

REITs Recovered after Early Losses in March | NAREIT

 

 
Allocation

Is the 60/40 Portfolio Still Relevant? | CFA

 

 
Semiconductors

The most important company in the world is a company you've never heard of | Dreaming of Startups

 

 
Lookback

Weekly Market Update | DoubleLine

 

 
Sell Side Research

Wall St struggles to meet Mifid rules as waiver comes to an end | FT

 

 
Bad Marks

Rise in coal use and decline in hydropower canceled out EU gains in renewables this year | PIIE

 

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