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Financial News Roundup for the Week of Sept. 17, 2017

9/24/2017

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What We've Been Reading - Week of Sept. 17

Markets & Economy:

Bump in U.S. Incomes Doesn’t Erase 50 Years of Pain (NYT)
Norway’s sovereign wealth fund hits $1 trillion (Bloomberg)
This Hedge Fund Investor Says China Bears Are Missing Something (Bloomberg - features our client, Mark Yusko)

Asset/Wealth Management:

Harvard endowment posts “disappointing” return for 2017 (Harvard)

Long(er) Reads:

Frank Abagnale Jr. has a warning for today’s consumers (WSJ)

Alternatives:

Media Industry and Journalism:

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Financial News Roundup for the Week of Sept. 3, 2017

9/10/2017

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What We've Been Reading - Week of Sept. 3

Markets & Economy:

Asset/Wealth Management:

Nasdaq’s latest deal shows that data reigns supreme (Bloomberg)
Goldman Sachs Summer Intern Survey (Goldman Sachs)

Long(er) Reads:

Jamie Dimon’s $13 billion secret revealed (Vanity Fair)

Alternatives:

Media Industry and Journalism:

A Staple in New York, The Daily News, Was Just Sold to Tronc (Reuters)
At CNN, a retracted story leaves an elite reporting team bruised (NYT)
NY Time hires Deborah Solomon to cover economics (TalkingBizNews)
Spinning out of Control (Reuters BreakingViews)

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Financial News Roundup for the Week of August 27, 2017

9/4/2017

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What We've Been Reading - Week of Aug. 27

Markets & Economy:

Asset/Wealth Management:

Long(er) Reads:

Have smartphones destroyed a generation? (The Atlantic)

Alternatives:

No 2-and-20? No Problem (II)
Buyout Funds Have Money to Burn, and That’s a Problem (WSJ)
The Hot New Hedge Fund Flavor Is 'Quantamental' (Bloomberg Businessweek)
Hedge funds see a gold rush in data mining (FT)
Hedge Funds' Near-Record Momentum Bets Keep Coming Up Winners (Bloomberg)
Private Debt Markets Hide Hedge-Fund-Like Risks (Bloomberg Businessweek)
How a small Wisconsin town is making some hedge funds very nervous (CNBC.com)
The New Wave of Activists (II)
SEC scrutinises sales of LP stakes (PEI)

Media Industry and Journalism:

The Guardian sets up nonprofit entity to support journalism (NYT)

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Financial News Roundup for the Week of Aug. 20, 2017

8/27/2017

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What We've Been Reading - Week of Aug. 20

Markets & Economy:

Identity thieves stealing cellphone numbers to go after digital currencies (NYT)
The fantasy of Silicon Valley (The Week)
With Alumni in the White House, Goldman sees an opening (FT)
Chevron CEO John Watson to Step Down (WSJ)
Investor doubts grow over e-commerce subscriptions (Bloomberg)

Asset/Wealth Management:

Dalio cuts risk among rising turmoil in Washington (Reuters)

Long(er) Reads:

Carl Icahn's Failed Raid on Washington (The New Yorker)
This is how sexism works in Silicon Valley (New York Magazine)

Alternatives:

How Firms Fight Back Against Activists (Institutional Investor)
Terra Firma’s potential investors insist on tight restrictions (FT)
Private Equity and VC Investors Pile Into Eastern Europe (II)
SoftBank and Fund to Invest $4.4 Billion in WeWork (NYT)
Private-equity returns can be replicated with public shares (The Economist)
Hedge fund managers not optimistic about 2nd half of 2017: Industry survey (CNBC.com)
Private equity fundraising hits post-crisis high (FT)

Media Industry and Journalism:

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Financial News Roundup for the Week of Aug. 13, 2017

8/20/2017

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What We've Been Reading - Week of Aug. 13

Markets & Economy:

Asset/Wealth Management:

Jeff Gundlach is attacking the WSJ for an article that hasn’t come out yet (WSJ)
Firms Seek Delays in SEC Rules, Citing Cyber Security (WSJ)
Gap Found in Manager’s Confidence in Compliance Programs (Pensions & Investments)
BlackRock's largest mutual fund boosts energy holdings: manager (Reuters)

Long(er) Reads:

The lives of bitcoin miners digging for digital gold in Inner Mongolia (Quartz)

Alternatives:

Cash balance plans grow in size and number (MMR)
Private equity firms’ lawyers get creative (FT)
Private equity fundraising hits post-crisis high (FT)
U.S. hedge funds bearish on FAANG stocks in second-quarter: SEC filings (Reuters)
Private equity investors zero in on the RIA business (InvestmentNews)
The Next Quant Meltdown (II)

Media Industry and Journalism:

How Sinclair Broadcast Group is ridding itself of regulation (NYT)
Deirdre Bolton returns to Fox (TalkingBizNews)

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Financial News Roundup for the Week of Aug. 7, 2017

8/13/2017

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What We've Been Reading - Week of Aug. 7

Markets & Economy:

When will the tech bubble burst? (NYT)
The world’s most feared investor (Bloomberg)
Most boring market in decades (AP)
The Fed Has 6,200 Tons of Gold in a Manhattan Basement—Or Does It? (WSJ)

Asset/Wealth Management:

Corporate governance standoff comes to a boil over SNAP listing (P&I)
Billionaire hedge fund titan crushing market says passive indexing making it easier to outperform (CNBC.com)
Why investors need regulators to promote “clean” mutual funds (Morningstar op-ed in The Hill)
Are index funds evil? (The Atlantic)
Dalio’s Quest to Outlive Himself (Bloomberg)
It Was a Great Year for America’s Pensions, but Many Are Still in Crisis (WSJ)

Long(er) Reads:

Grampa Had a Pension. This Generation Has Cryptocurrency (NYT)
How America lost its mind (The Atlantic)

Alternatives:

Investors Pile Into Private Equity at Greatest Clip Since 2013 (WSJ)
Asia Hedge Funds Are Dominating 2017 (II)
PE returns hit two-year high (PEI)
Mega-Hedge Funds Are Reporting Big Gains (Bloomberg)

Media Industry and Journalism:

Bloomberg Launches an entirely new model of media (AdWeek)

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Financial News Roundup for the Week of July 30, 2017

8/7/2017

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What We've Been Reading - Week of July 30

Markets & Economy:

Tobacco Bondholders Shrug Off FDA News While Cigarette Stocks Are Hit Hard (Bloomberg)
How the bond industry changed, 15 years after the first fixed-income ETF (MarketWatch)

Asset/Wealth Management:

ETFs now have $1 trillion more than hedge funds (WSJ)
ETF Shakeup: PureFunds Brand Name Ousted (ETF.com)
Deal Activity Drops in Asset Management (II)

Long(er) Reads:

How the world’s biggest buyout deal crashed and burned (Bloomberg)

Alternatives:

Time To Rehydrate (Financial Planning)
Emerging Markets, Europe, and Activists Drive Hedge Gains (Barron’s)
Private Equity Doesn't Deserve Its Bad Reputation (Bloomberg View)
Secondary private equity deals near record (FT)
Retirement: Your Pension Plan Has a Big Hedge Fund Problem (Fortune)
Hedge fund legends are losing assets and underperforming the market significantly this year (CNBC.com)
Cohodes Protégé to Raise $200 Million for a Short Hedge Fund (Bloomberg)

Media Industry and Journalism:

Exclusive look at Rod Wheeler’s suit against Fox News (NPR)

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Financial News Roundup for the Week of July 23, 2017

7/30/2017

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What We've Been Reading - Week of July 23

Markets & Economy:

Despite losses, traders continue to short FANG stocks to hedge against broader market (Business Insider)
How the wild west of the Internet will be won - through regulation (Stratfor Research)
SEC: ICOs and digital currencies could be classified as securities (FT)
Latest memo from Howard Marks of Oaktree (Oaktree)

Asset/Wealth Management:

Smaller Managers Best Large Peers Across Equity, Fixed Income (Institutional Investor)
Dan Loeb is betting on Blackrock (Business Insider)
How a Catholic School Turned $15,000 Into $34 Million Thanks to Snapchat (WSJ)
An insider explains why Wall Street big money focus on sustainability is here to stay (Forbes)
Wall Street needs you to borrow against your stock (WSJ)

Long(er) Reads:

Canada debates whether gift of photos is also a tax dodge (NYT)
The hijacking of the Brillante Virtuoso (Bloomberg BusinessWeek)

Alternatives:

Media Industry and Journalism:

The boycott that wasn’t: How United weathered a media firestorm (NYT)

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Financial News Roundup for the Week of July 16, 2017

7/23/2017

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What We've Been Reading - Week of July 16

Markets & Economy:

Asset/Wealth Management:

Brokers’ call on Wall Street: Bye (WSJ)

Long(er) Reads:

Should the tech giants be broken up? (Bloomberg Businessweek)

Alternatives:

Media Industry and Journalism:

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Financial News Roundup for the Week of July 9, 2017

7/16/2017

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What We've Been Reading - Week of July 9
Markets & Economy:

Ripples spread in global bond selloff (WSJ)
Markets no longer make sense to macro managers (Bloomberg)
How Brexit is set to hurt Europe’s financial systems (Reuters)
The man behind activist investors’ biggest bets (WSJ)

Asset/Wealth Management:

Boomer investors have less than half the D.C. savings they need for retirement (Legg Mason Investments)
Asset Management Revenue Falls in 2016 for First Time Since 2008 (Bloomberg)
ETFs and Mutual Funds Square Off in the Post-Fiduciary-Rule World (WSJ)

Long(er) Reads:

Alternatives:

Canadian hedge funds prepare for retail investors (Bloomberg)
Hedge Funds and a Prisoner's Dilemma (Bloomberg)
Private Equity's Other Transparency Problem (II)
With Leonard Green Stake, Blackstone Harks Back to Its Roots (NYT)
Efforts to improve diversity at hedge funds and PE firms slowly paying off (PE Wire)
CalPERS seeks PE managers (PEI)
Scramble for Assets Grows Among Flush PE Firms (II)
That's Not Private Equity, That's a Pension Fund (Bloomberg)
David Einhorn’s Hedge Fund Sheds More Than $400 Million in Investor Outflows (WSJ)

Media Industry and Journalism:

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