5 min read

Last Hike?

By: Altegris Research (Curators) on 7/21/23 2:00 PM

Weekly Round-Up

Weekly Round-Up: Issue 072323

Trading Floor

Fresh From the Trading Room | CME

Systematic Trend

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

AI

AI Cannon | Andreessen Horowitz

PE Finance

Private Equity Titans Tap Sovereign Wealth to Get Deals Done | Bloomberg

Real Estate

Crunch Time | KKR

Office

Empty Spaces & Hybrid Places | McKinsey Global Institute

ESG Arbitrage

How a Houston Oilman Confounded Climate Activists and Made Billions | Wall Street Journal

Infrastructure

Listed Infrastructure: A Timely Complement to Unlisted Infrastructure | CAIA

Lithium

Lithium leader: Bolivia's holds the largest reserves of the valuable metal | Chartr

Leveraged Loans

Why the SEC Blew Off the Leveraged Loan Debate | Institutional Investor

Minsky Moments

Credit Cycles and Minsky Moments | Capital Gains

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