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Alternative Tailwinds

By: Altegris Research (Curators) on 7/11/22 11:00 AM

Weekly Round-Up
Featured Image

Weekly Round-Up: Issue 071122

 
Mid-Year Scoreboard

Asset Class Scoreboard: June 2022 | RCM

 

 
Bear Market Barings

A thesis redux: The equity market downturn probably has more to go if history is any guide | Qontigo

 

 
Natural gas

Freeport LNG outage spawns bearish North American gas market fundamentals and late-2022 uncertainty | S&P Global

 

 
PRIVATE FUNDS

Time-Consuming, Complex, and Misconstrued: Why Pension Funds Can’t Put a Number on Private Equity Fees | Institutional Investor

 

 
Fixed Income

The Treasury Curve Will Still Guide You Toward Useful Truth | Real Clear Markets

 

 
Energy Usage

Fossil fuel sources accounted for 79% of U.S. consumption of primary energy in 2021 | EIA

 

 
Wealth Management

Wealth managers want to pass the baton. PE firms are ready | Pitchbook

 

 
DEFI

DeFi’s Existential Problem: It Only Lends Money to Itself | WSJ

 

 
Crypto Funds

Grayscale Suing SEC After Its Spot Bitcoin ETF Is Rejected | Yahoo/Bloomberg

 

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