alternative assets – Strategy and Management Consultants

alternative assets, Investment, Macro Economics, Market Commentary

A small contango born out of COVID 19 Third Wave

Brent spread flipped into a small contango. Contango is a situation where the futures price of a commodity is higher than the spot price. Reason: Physical crude markets are indicating that demand is lower, much more so than the futures market. Background: a. New pandemic curbs; b. Slow vaccine rollouts in Europe Boris Johnson has warned the effects of a third wave of coronavirus will "wash up on our shores" from Europe. Extended lockdowns are being driven by the threat of a third wave of infections, with a new variant of the coronavirus on the continent. Con

by AAMEVOL March 23, 2021March 23, 2021 Leave a Comment

alternative assets, Investment, Strategy Consulting

The recent resurgence of SPACs in the US will migrate across the Atlantic to London

What is a SPAC? Special Purpose Acquisition Companies (“SPACs”) are companies formed to raise capital in an initial public offering (“IPO”) with the purpose of using the proceeds to acquire one or more unspecified businesses or assets to be identified after the IPO SPACs are attractive because they allow the investor to co-invest with sponsors that have the requisite industry knowledge, expertise and access to potential acquisition targets that may not otherwise be available to investors through the public markets. The SPAC structure is also appealing because of its “mo

by AAMEVOL March 16, 2021March 23, 2021 Leave a Comment

alternative assets, digital assets

Is bitcoin a safe-haven asset? Or a lie?

While checking-out of a DIY store over the weekend I overheard two young cashiers talking about investing all their savings in Bitcoins. I was concerned. Why? Fact:The price of bitcoin hit a new high of $57,505 nearly 6 times its value one year ago. Recently:In 2017, Bitcoin prices climbed 15-fold, before bubble proved unsustainable, and then bitcoin's price crashed 80% by the end of 2018. The mania:Is bitcoin "a lie," or "the stimulus asset"?Is bitcoin "a lie," or the new "safe-haven asset"? For me bitcoin is the new obsession. In the light of modern obsessions that have

by AAMEVOL February 23, 2021February 23, 2021 Leave a Comment

alternative assets, digital assets, Investment, Strategy Consulting

Why did Tesla buy Bitcoin?

Tesla has put almost 8% of its reserves into the cryptocurrency.As per Form 10-K, on page 23, TESLA states, “In January 2021, we updated our investment policy to provide us with more flexibility to further diversify and maximize returns on our cash that is not required to maintain adequate operating liquidity. As part of the policy, which was duly approved by the Audit Committee of our Board of Directors, we may invest a portion of such cash in certain alternative reserve assets including digital assets, gold bullion, gold exchange-traded funds and other asset

by AAMEVOL February 12, 2021February 12, 2021 Leave a Comment