Private Equity Fund Managers See Investor Appetite Increase

ValueWalk Daily Free Newsletter - Everything Hedge Funds and value investing | [View Online]( If you think others would find this useful, please share it with them – we’d really appreciate it Share: [facebook]( [twitter]( [google]( [linkedin]( [SU]( We are still reformatting the newsletter please bear with us while we perfect it, which should be any day!. [LIVE Event: Buy Spotify before the $13 Billion IPO]( [sponsor] Spotify is secretly planning to go public... And The Wall Street Journal reports the IPO could be worth $13 billion! Early investors could turn a $10k investment into more than $3.5 million with the IPO. [Click here to discover]( how to grab a stake BEFORE the company goes public. --------------------------------------------------------------- [Private Equity Fund Managers See Investor Appetite Increase]( Fund managers report rising investor interest for private equity, but feel more competition for attracting capital Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More Hedge Fund of funds Business Keeps Dying Every Year Emerging Hedge Funds: […] The post [Private Equity Fund Managers See Investor Appetite Increase]( appeared first on [ValueWalk](. [MiFID II Transaction Reporting Obligation]( The Markets in Financial Instruments Directive II is part of the European Union’s objective to create a fair/transparent EU market for securities. Mifid II, along with MiFiR, lays out obligations on financial firms across key operating aspects of the financial […] The post [MiFID II Transaction Reporting Obligation]( appeared first on [ValueWalk](. [Crypto Hedge Fund Up +2762% YTD]( The latest from the hedge fund we “profiled here” Alternative Money Fund – Presented without further coment 1. Alternative Money Fund LP is currently experiencing a 9% Draw-down for September. 2. We view the ban is good for existing cryptocurrencies, it […] The post [Crypto Hedge Fund Up +2762% YTD]( appeared first on [ValueWalk](. [What Will End The Search For Yield?]( Investors have been increasing their exposure to the highest yielding — and riskiest — areas of the bond market. But when will it stop? Global investors’ voracious appetite for yield has been a near-constant theme since the end of the […] The post [What Will End The Search For Yield?]( appeared first on [ValueWalk](. [Umbrellas, Gasoline, Banks and the NY Harbor Contracts]( As revealed by the recent disruptions from refinery closures, pipeline limitations and problems with barge delivery induced by Hurricane Harvey in the U.S Gulf Coast, there is an embedded premium in holding a physical commodity as opposed to a futures […] The post [Umbrellas, Gasoline, Banks and the NY Harbor Contracts]( appeared first on [ValueWalk](. [Retail Apocalypse: Blackstone Nixes Australia Deal]( Our series on the Retail Apocalypse continues below featuring the land down under, private equity, and of course Jeff Bezos – Updated – 9/5/17 5:30PM EST When Blackstone Group canceled its US$2.8 billion sale of ten Australian shopping malls, it […] The post [Retail Apocalypse: Blackstone Nixes Australia Deal]( appeared first on [ValueWalk](. [1H 2017 VC Valuations Report]( Report Highlights: Valuations have continued to rise as companies enter each stage later in their business cycle Despite the pull back of non-traditional investors, record dry powder and fundraising has kept late-stage round sizes and values high Participation rates are […] The post [1H 2017 VC Valuations Report]( appeared first on [ValueWalk](. [Robert J. Shiller – Director’s Lecture: Narrative Economics]( Robert J. Shiller Published on Sep 5, 2017 January 26, 2017,Robert J. Shiller – Director’s Lecture: Narrative Economics The post [Robert J. Shiller – Director’s Lecture: Narrative Economics]( appeared first on [ValueWalk](. [Profit Margins, Recessions, and Valuations]( by Jeffrey Miller, Partner, Eight Bridges Capital Management September 5th, 2017 “I mistrust all frank and simple people, especially when their stories hold together” ? Ernest Hemingway, The Sun Also Rises In case you’ve been out, quite a few market […] The post [Profit Margins, Recessions, and Valuations]( appeared first on [ValueWalk](. [Unmatched Prestige Lifts Goldman Sachs Into The No. 1 Spot Again]( Vault.com releases its annual Banking 50, a ranking of the best investment banking firms to work for in North America. The ranking is based on a survey of 2,400 banking professions, who where asked to rate their firms in several […] The post [Unmatched Prestige Lifts Goldman Sachs Into The No. 1 Spot Again]( appeared first on [ValueWalk](. [Volatility Alert]( From nuclear tensions with North Korea to turmoil on the streets of Charlottesville, political risks have been hovering over equity markets again. We think investors should be on alert for a potential resurgence of volatility. Also read: Q2/H1 Hedge Fund […] The post [Volatility Alert]( appeared first on [ValueWalk](. [Goldman Sachs and Greece’s decline – (VPRO documentary)]( Between 2000 and 2012, Goldman Sachs provided Greece with risky financial products in order to hide the country’s public debt. This allowed Greece to live beyond its means, ending in a near bankruptcy. Goldman Sachs earned a few hundred millions […] The post [Goldman Sachs and Greece’s decline – (VPRO documentary)]( appeared first on [ValueWalk](. [Hedge Fund Analyst Final Exam Questions]( Investing might be considered decision-making under uncertainty. Therefore the following exam. You must answer BOTH questions correctly to be hired. You are now in the final pool of candidates to work for a big hedgie fund. Now comes Also read: […] The post [Hedge Fund Analyst Final Exam Questions]( appeared first on [ValueWalk](. [Factor Allocation]( What is Factor allocation and ow can it help you in frothy markets? In August, GMO’s James Montier and Matt Kadnar published an article claiming that based on past performance, and valuation, the S&P 500’s total return over the next seven […] The post [Factor Allocation]( appeared first on [ValueWalk](. [From Richer To Poorer: Venezuela’s Economic Tragedy Visualized]( From the 10 years of military dictatorship between 1948-1958 to the impeachment of Carlos Andrés Pérez for corruption in 1993, Venezuelan politics have often been both rocky and eventful. But despite these challenges throughout its history, no one has ever […] The post [From Richer To Poorer: Venezuela’s Economic Tragedy Visualized]( appeared first on [ValueWalk](. [Tech Is An Overcrowded Trade, But Not Overvalued?]( Technology giants have been among the highest flying performers of the S&P 500, up 21% year to date at a time when the broad index is near half that performance. Not only have technology giants been one of the strongest performers, […] The post [Tech Is An Overcrowded Trade, But Not Overvalued?]( appeared first on [ValueWalk](. [Case Study: How 3G Capital Squeezed More Out Of Heinz]( In March of 2013, 3G Capital and Berkshire Hathaway closed on the acquisition of Heinz, privatizing this foodmaker for a total acquisition price (including debt) of around $28 billion. 3G’s cash contribution (the acquisition made significant use of debt) was just $4 […] The post [Case Study: How 3G Capital Squeezed More Out Of Heinz]( appeared first on [ValueWalk](. [Consumption Exhaustion]( When people use the word catalyst to describe an event that may prick the stock market bubble, they usually discuss something singular, unexpected and potentially shocking. The term “black swan” is frequently invoked to describe such an event. In reality, […] The post [Consumption Exhaustion]( appeared first on [ValueWalk](. [Trend-Following With Valeriy Zakamulin: Testing Profitability Of Trading Rules (Part 6)]( The difficulty in testing the profitability of trend-following rules stems from the fact that the procedure of testing involves either a single- or multi-variable optimization. Specifically, any trading rule considered in Part 3 has at least one parameter that can […] The post [Trend-Following With Valeriy Zakamulin: Testing Profitability Of Trading Rules (Part 6)]( appeared first on [ValueWalk](. [Elliott Management Going After German Drugmaker Stada]( Elliott Management’s merger arbitrage strategy in Europe has claimed new victims, with private equity firms Bain Capital and Cinven launching an improved offer to gain control of German drugmaker Stada. Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And […] The post [Elliott Management Going After German Drugmaker Stada]( appeared first on [ValueWalk](. [Is The Nasdaq Embarrassed To Delist Ominto?]( We believe the Nasdaq failed to do sufficient diligence before agreeing to list the stock of Ominto Inc.  Even worse, we believe the exchange has largely ignored several of OMNT’s actions that we believe contradict Nasdaq’s stated objective which is […] The post [Is The Nasdaq Embarrassed To Delist Ominto?]( appeared first on [ValueWalk](. [‘Reach For Yield’ Dynamic Driving Private Capital Deluge]( PitchBook’s research has highlighted a flood of fresh capital into the PE & VC space over the past few years, a trend that has since only intensified. [REITs] Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More […] The post [‘Reach For Yield’ Dynamic Driving Private Capital Deluge]( appeared first on [ValueWalk](. [Gold-Backed ETFs Increase By 31.4T In August To 2,295T In Global Holdings]( Welcome to the newly updated monthly analysis of gold-backed ETFs and similar products, where you will find detailed information and insight on global trends of gold investment demand through ETFs. Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, […] The post [Gold-Backed ETFs Increase By 31.4T In August To 2,295T In Global Holdings]( appeared first on [ValueWalk](. [Academic Research Insight: Does One Size Retail Financial Advice Fits All?]( Title: RETAIL FINANCIAL ADVICE: DOES ONE SIZE FITS ALL? Authors: FOERSTER S., LINNAINMAA J.T., MELZER B.T., PREVITERO A. Publication: JOURNAL OF FINANCE, V.72, AUGUST 2017 (version here ) Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More Hedge Fund of funds […] The post [Academic Research Insight: Does One Size Retail Financial Advice Fits All?]( appeared first on [ValueWalk](. [Does The Math Add Up For The Famous Volatility Short-Selling Guru?]( Seth Golden, the $12-million-dollar man who transformed from a mild mannered Target logistics manager to become a short volatility trading superhero recently featured in the New York Times, is a study in contrasts. On one hand, he appears an American […] The post [Does The Math Add Up For The Famous Volatility Short-Selling Guru?]( appeared first on [ValueWalk](. [World Out Of Whack: Cubed!]( When I set out over a year ago to just once a week highlight one element of absurdity (because it is absurdity which often leads to asymmetry and thus profits) on this ball of dirt we call home, it was […] The post [World Out Of Whack: Cubed!]( appeared first on [ValueWalk](. [Do Natural Disasters Portend Defaults?]( Never before in the US have we experienced a natural disaster of the magnitude of Harvey. The damage is of such a degree that we find it nearly impossible to comprehend. Yet Harvey does not stand alone. Climate events that […] The post [Do Natural Disasters Portend Defaults?]( appeared first on [ValueWalk](. [Why Dodd-Frank Increased Banking Industry Consolidation]( Wharton’s Allison Nicoletti discusses her research on the effect of Dodd-Frank regulations on banking industry acquisitions. The global financial meltdown of 2008 resulted in sweeping reforms to the banking industry in the United States. The Dodd-Frank Wall Street Reform and […] The post [Why Dodd-Frank Increased Banking Industry Consolidation]( appeared first on [ValueWalk](. [Macquarie: Don’t Count On Rational Leader Theory With North Korea]( An argument soothing nerves over the current geopolitical standoff with North Korea is that rational leaders are going to avoid war. Such soothing voices point to the stock market, which is climbing higher in the face of currently unfathomable nuclear […] The post [Macquarie: Don’t Count On Rational Leader Theory With North Korea]( appeared first on [ValueWalk](. [ETFs Still Hot, While Stocks Are Not]( The latest data from BAML ETF asset flows shows some interesting new and old trends. Every week, Bank of America publishes a report outlining the major client trading trends of the week prior. The report provides an aggregated view of the […] The post [ETFs Still Hot, While Stocks Are Not]( appeared first on [ValueWalk](. [How ETF Trading Works: A Deep Dive Into ETF Market Making]( Many in the financial service industry are now using ETFs to build portfolios. Some love the tax-efficiency of ETFs relative to mutual funds, while others use ETFs as trading vehicles. Either way, ETF assets continue to grow at a steady pace, […] The post [How ETF Trading Works: A Deep Dive Into ETF Market Making]( appeared first on [ValueWalk](. --------------------------------------------------------------- [Options Trading Made Even Easier]( [sponsor] Learn how to trade options simply, effectively and more importantly, profitably. You need to stop wasting time using bad methods and follow a proven winner. No matter your account size or skill level, this guide will have you feeling like a pro. Download your free copy of The Ultimate Guide To Trading Options and get my personal Trading Cheatsheet. [This link expires soon and you can only get this guide here.]( If you think others would find this useful, please share it with them – we’d really appreciate it Share: [facebook]( [twitter]( [google]( [linkedin]( [SU]( [Follow ValueWalk on Twitter]( | [Friend ValueWalk on Facebook]( Copyright © 2017 VALUEWALK LLC. All rights reserved. 295 Madison Ave, 12th Floor New York City NY 10017 USA [Unsubscribe]( | [Change Subscriber Options](