6 min read

Bad News is Good News for 60/40

By: Altegris Research (Curators) on 11/3/23 2:00 PM

Weekly Round-Up

Weekly Round-Up: Issue 110323

Asset Allocation

Visualizing the Investments of the Ultra-Wealthy | Visual Capitalist

UST

World’s Safest Market Becomes a Magnet for Big Investors | Bloomberg

Economy

US Unemployment Rise Is on Verge of Triggering Recession Rule | Bloomberg

Yield

Should Investors Care About Yield? | Capital Gains

Week in Review

Bonds & Stocks Explode Higher As 'Bad' Data & Benign Powell Ease Financial Conditions | ZeroHedge

PE Liquidity

Private Equity’s Slump Propels a Firm That’s Ready to Offer Cash | Bloomberg

Rates

Higher Rates are Affecting Everything from Equities to Agriculture | CME

Two Sigma

Hedge Fund Two Sigma Is Hit by Trading Scandal | Wall Street Journal

Sovereign Wealth Funds

How Saudi Arabia’s Wealth Fund and MBS Aim to Build a Post-Oil Future | Bloomberg

FX

Nigeria Plans New FX Rules in Hopes of Naira Reaching ‘Fair Price’ by End of 2023 | Bloomberg

Hedge Fund Review

Hedge Fund Industry Deep Dive | Aurum

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