Markets Looking Forward to Biden Era

January 19, 2021 James Heinsman Economic Barometer

President Joe Biden’s economic agenda will focus on “building back better,” says Fraser Lundie, head of credit at Federated Hermes, a Pittsburgh-based capital management house with $575.9 billion under advisement. As the week of the presidential transition began, Lundie spoke to Bloomberg News, adding his view that renewable energies would remain a strong investment pattern […]

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Biden Administration,

PCs Will Play Catchup with Apple in 2021

January 12, 2021 James Heinsman In the News

Much has been written about the economic havoc that has accompanied Covid-19. The global pandemic has certainly led to a great deal of upheaval to global markets, but not all the impact has necessarily ben bad. Large corporations who have been able to adapt to new spending patterns – think Amazon, Target, Walmart – have […]

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Apple, laptop computers, notebook computers, pc,

Covid Vaccine Could Spell Trouble for Gold Markets

January 7, 2021 James Heinsman Hedge Fund News

Vaccines against the Covid-19 virus are predicted to be a bonanza for pharmaceutical giants Pfizer (NYSE:PFE) , Moderna Moderna (NASDAQ:MRNA) and Oxford University/AstraZeneca (LON, NASDAQ: AZN), and there is virtually no way to measure the impact the trio of vaccines will have on most global industries. The gold market could be the notable exception. After hitting a […]

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covid, Finance, Gold, Investment, markets,

Pandemic Conditions Spotlight Human Money Managers

December 30, 2020 James Heinsman Hedge Fund News

In recent years computer-driven quantitative investing has made human decision-makers look outdated and less successful. That is until coronavirus reared its ugly genome. The year 2020 for many people has been one of tragedy and loss, but for flesh and blood stock-pickers the year proved to be quite profitable. It seems that even for the […]

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Coatue, John Thaler, quants, Tiger,

Former Chief of Staff Raising Investments for New Hedge Fund

December 23, 2020 James Heinsman In the News

Mike Mulvaney, former White House chief of staff under Donald Trump, is starting a new hedge fund. Mulvaney, and his partner Andrew Wessel, need to raise at least $1 million, the legal minimum needed to launch a hedge fund. Currently, Mulvaney represents the Trump administration in Northern Ireland as a special envoy. Mulvaney’s fund will […]

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Donald Trump, Mike Mulvaney,

Dalio Endorses Crypto as Alternative to Gold

December 14, 2020 James Heinsman Hedge Fund News

Founder of the world’s largest hedge fund, Ray Dalio, a skeptic of bitcoin, has changed his mind and now says cryptocurrency should be a part of a well-balanced investment portfolio. The founder of Bridgewater Associates says that bitcoin “could serve as a diversifier to gold and other such store holds of wealth assets.” Dalio has […]

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bitcoin, Bridgewater Associates, Ray Dalio,

New Asia Hedge Spun Off from York

December 2, 2020 James Heinsman Hedge Fund News

A new Asia-focused hedge fund with $2.7 billion AUM will be the result of York Capital Management’s move to divest of its hedge fund business. The new fund will be called MY Alpha, to be run by the regional Chief Investment Officer Masahiko Yamaguchi. Yamaguchi is based in Hong Kong. MY Alpha will come to […]

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Masahiko Yamaguchi,

Bridgewater Associates Changes Direction During 3Q 2020

November 23, 2020 James Heinsman Hedge Fund News

A look at Bridgewater’s 13F filed with the US SEC reveals that Ray Dalio’s hedge fund firm has invested about half a billion dollars into some of the world’s largest firms while withdrawing from an ETF that tracks large-cap US equities and positions in three China ETFs. The moves were made during the 3rd quarter […]

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Alibaba, Bridgewater Associates, Coca Cola, Walmart,

As SPACs Explode So Go Merger Arbitrage Funds

November 16, 2020 James Heinsman In the News

Merger Arbitrage hedge funds have had a good year, according to Lyxor Asset Management’s Cross Asset Research management department. They say it’s because of the growth in the issuance of Special Purpose Acquisition Companies in the United States during 2020. SPACs are useful to investors strategizing merger arbitrage deals because of their low volatility return […]

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Peter Zhou Launching a Hedge Fund of His Own

November 10, 2020 James Heinsman Hedge Fund News

After ten years at Coatue and three years at Blackstone before that, rising investment star Peter Zhou is planning to open his own, tech-based, hedge fund. Zhou left Philippe Laffont’s Coatue early in 2020, where he was a senior managing director. He is rumored to already have gathered $300 million to start his fund. No […]

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Coatue, Peter Zhou, Philippe Laffont,

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