mj hot or not

(c) MJ Alts Are You Hot Or Not? Please note: My blog is now published on the first and third Tuesday of each month.  And please follow me on Twitter (@MJ_Meredith_J) for daily doses of research, salt and snark.  

... Read more »
52dd8dee-bd36-4d46-9d16-8bcc35fc93a6

Greetings,We begin with China where the latest reports suggest that the nation’s economic growth may have bottomed for now. 1. China’s official manufacturing PMI beat consensus, showing slight growth (PMI > 50). 2. The China Caixin Manufacturing PMI also beat expectations. Here is a quote from Caixin on the latest results.  Source: Markit/Caixin 3. China’s property

... Read more »
google_garage.gi.big

The concept of two guys with a Bloomberg in garage starting a fund has long faded from reality to become a mere figment of our imagination. With increased barriers to entry resulting from emphasis on transparency, infrastructure, focus on reputational risk, the reality is very different today versus 10 years ago. Today, we see numerous new fund ideas being launched, with muted growth trajectory. What does the next generation of managers look like? And what is their path to success

... Read more »