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Forever Higher

By: Altegris Research (Curators) on 9/22/23 2:00 PM

Weekly Round-Up

Weekly Round-Up: Issue 092223

Rates

Higher Interest Rates Not Just for Longer, but Maybe Forever | Wall Street Journal

CRE

CRE Outlook: There’s a storm on the horizon. | Benefit Street Partners

Commodities

Shanghai commodities | Macrobond

Endowment Model

How Andy Golden Reinvented the Endowment Model for Princeton | Institutional Investor

Coal

Ex-Goldman Bankers Make a Fortune With Controversial Bet on Coal | Bloomberg

CLO

CLOs Desperate for Collateral Are Loading Up on Junk Bonds | Bloomberg

Oil ESG

An ESG Loophole Helps Drive Billions into Gulf Fossil Fuel Giants | Bloomberg

Quarterly Review

Resilient risk-taking in financial markets | BIS

HF Performance

Pivotal Point of View | Pivotal Path

Market Guide

Guide to Alternatives | JP Morgan

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