images1-150x150

  The Daily Shot™ Greetings, Once again let’s begin with the US where the Q2 GDP growth was revised sharply higher. While an upward revision was expected, the actual result was above consensus. As discussed yesterday, the US economy remains resilient in spite of the global slowdown. Consumption has been the key driver of US growth.

... Read more »
310460-3x2-940x627

Cheap natural gas has become the choice fuel for global power generation. However, unlike liquid or solid fuels like oil and coal, oceanic transporting natural gas from areas of abundance to areas of scarcity requires major investments in conversion and transportation infrastructure. Radiant Value Management is examining all segments along the global Liquid Natural Gas (LNG) value chain to identify infrastructure, technology or network advantages that are mispriced by the capital markets to make investments with asymmetric risk-reward profiles – Canadian pipeline service companies, logistics and accommodation providers are areas fertile for such bargains

... Read more »
static1.squarespace

Ah! We fickle investors! Pretty soon we’ll probably just have a Tinder app for hedge funds and skip due diligence and asset allocation all together. The app will display only past performance and allocate straight into the limited partnership from your bank account. I smell a unicorn. Swipe right if you agree

... Read more »
images1-150x150

  The Daily Shot™ Greetings, A healthy dose of risk aversion is finally returning to US equity markets. Here are some indicators of declining risk appetite: 1. VIX jumps to levels we saw during the recent Greek debt crisis. Source: barchart 2. Equity put option activity has risen. 3. Investment advisors are cutting back equity

... Read more »