Wednesday, July 22, 2020

All the Big Guns Are Betting Big on Gold

Hello Jeff

Just a quick reminder to join us tomorrow, Thursday, July 23rd at 1 pm est. for an update on the State of Hedge Funds in the current environment with Jeff Vale from Infinity Capital.

Infinity have been managing a hedge fund of funds since 2004 and their roster of managers contains the biggest and brightest in the industry.

Some of the items Jeff will discuss includes:

· Covid-19 caused some major disruptions in several hedge fund strategies in March;

· Managers that pivoted or increased risk to these strategies stand to make outsized returns;

· Global macro strategies are having their best year in over a decade;

· Rich alpha opportunities in fundamental L/S equity;

· The effect of a rise in popularity of day trading has also presented a better trading environment for the
professionals;

· Alternative data sources are key to maintaining a competitive advantage;

And much more...

Click here to register for this interesting discussion.


Warm Regards,
Greg

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Tuesday, July 21, 2020

What kind of market is this?

Hello Jeff

Its been quite a year so far!

We will be checking in with our good friend Jeff Vale from Infinity Capital Partners for an update on the State of Hedge Funds in the current environment.

Join us on Thursday, July 23rd at 1 pm est.

Infinity have been managing a hedge fund of fund since 2004 so yes they've seen the good, the bad, and the ugly.

Most importantly they're still STANDING because (imo) their roster of managers contains the biggest and brightest in the industry.

Some of the items Jeff will discuss includes:

· Covid-19 caused some major disruptions in several hedge fund strategies in March;

· Managers that pivoted or increased risk to these strategies stand to make outsized returns;

· Global macro strategies are having their best year in over a decade;

· Rich alpha opportunities in fundamental L/S equity;

· The effect of a rise in popularity of day trading has also presented a better trading environment for the
professionals;

· Alternative data sources are key to maintaining a competitive advantage;

And much more...

Click here to register for this interesting discussion.


Warm Regards,
Greg

LinkedIn

Copyright © 2020 CJ Tag LLC, All rights reserved.
You are receiving this email because you opted in via our website.

Our mailing address is:

CJ Tag, LLC
3333 Piedmont Rd,
Atlanta, GA 30305



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Friday, July 17, 2020

CIOs & Bowties articles 16th July 2020

Greg Silberman with a quick roundup of what's going on and interests our readers in the invest ment universe.

VIEW VIDEO

LIBRA DIGITAL CURRENCY

Andreessen Partner predicts more Libra type crypto efforts and reckons cash will be all digital by 2030. The US mint recently stopped minting the one penny coin and cash has gone out of fashion for a lot of stores as a result of potential COVID transmission. Libra announced Stuart Levy, the former US treasury department executive, as its first CEO. You will recall Libra was Facebook's effort at a digital currency. Venmo and PayPal are already well accepted as forms of digital currency. So, we are not very far away from being all digital. Andreessen are on their second fund with $515 million focused on digital currencies.

Andreessen Partner Predicts More Libra-Type Crypto Efforts

Be sure to check out our Private Client Group for our next members only deep dive into Blockchain and Crypto investing with expert guests and some of the largest fund managers in the space!

WHY THE SECOND WAVE HASN'T SPOOKED THE MARKET YET

This article, deals with ten reasons that "the second [COIVD] wave" hasn't spoiled the stock market yet. IMO some of the more important reasons are:

1. We already went thru the first wave and it wasn't so terrible … so this emboldens us a little bit.

2. It is clear what the Feds reaction to any selloff will be. They will open the spigots, print, and buy up all sorts of securities.

3. Lastly, and this one is really interesting, because it explains the day trader Robinhood phenomenon. Day trading craziness may be due to regular sports commentators having nothing to do so turning their attention to stock speculation. GS: such speculation might be an early indication of a market high.

Ten reasons the "second wave" hasn't spooked the markets (yet).

Distressed deals are starting to appear and we are finding some good opportunities already - take a listen to our Asia Conglomerate Distressed Co-Investment webinar

EMOTIONALLY INTELLIGENT PEOPLE HAVE THESE 12 TRAITS

GS: We love these articles that deal with Emotional Intelligence because we feel it's a large contributing factor to what makes someone a successful investor. Here are 3 points we found especially important:

  • Self-awareness is very important. Understand your own strengths and limitations; allows you to operate from competence and know when to rely on yourself or on someone else on the team.
  • Self-management is the ability to keep disruptive emotions and impulses under control. This is a powerful skill for leaders, especially during a crisis — because people look to them for reassurance, and if their leader is calm, they can be, too.
  • Social awareness indicates accuracy in reading and interpreting other people's emotions, often through non-verbal cues.

Overall, it's kind of like the old blood in streets saying, right? If there's fear out there, and you can recognize it both within and without, yet still maintain yourself and act accordingly. That's what is known as moving against the herd! A highly valuable investment approach.

Harvard researcher says the most emotionally intelligent people have these 12 traits. Which do you have?

CME GOLD AT 7-YEAR HIGH

There are a number of things interesting about this article.

Firstly, it's over 1-month old and still garnered a lot of attention; Secondly there are very few other articles extolling the fact that Gold is now at 7-year highs (bullish by contrarian).
Gold reached $1,807 on the CME. That compares with its all-time high of $1,923 in 2011.

What are the reasons behind Golds recent rise?

1. Fed stimulus & the CARES Act.;

2. Civil unrest in the US;

3. Unemployment's in Germany and

4. The resurgence of COVID.

The giant SPDR GLD ETF now holds 1,129 tons of gold. To give you an indication there are 3,300 tons mined every year. So, one-third of annual production is now held in GLD.

The discrepancy between spot Gold in Shanghai, India, and London reached about $14/oz - you can't freely trade or move bullion out of those countries.

The equivalent Silver ETF, SLV holds 14,772 tons. Silver is currently at $982/oz versus it's 2011 high of $49,82. So Silver still has got a LONG way to go and may be the better bet for precious metal bulls.

Silver and Gold Slip But Investment ETFs Expand Again as Consumers China and India Glutted with Bullion

Leverage the next Gold Bull Market – Palisade Webinar - metal mining merchant Bank

RENEWABLE ENERGY FIRM 800 MEGWATTS SOLAR & WIND

Brazil's private equity firm, Patria, formed renewable energy group Essentia Energia, with 800 megawatts of solar and wind projects. Patria is 40% owned by Blackstone. The movement towards renewable energy is picking up steam, unabated, despite lower carbon-based energy prices. .To give you an idea, it takes about 9-kilowatts to power the average house for one month. 800 MW is monster!

Their solar project called Sun of the Sertao and the wind project is Winds of Sao. The company has long-term power purchase agreements with Minas Gerais state electric company Cemig.

Brazil's Patria forms renewable energy firm with 800 MW of solar, wind projects, sources say

GS: We continue to see a lot of interest in renewables, see our discussion with Alante Capital and FullCycle.

That's what captured our readers attention for the past week.

Take care,

Peace and love

Greg with CIOs

OUT!


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Monday, July 13, 2020

There’s Only One Place to Hide to Weather This Storm

Hello Jeff

Please forgive my constant intrusions … No one dislikes unnecessary email more than I, so if you'd like to unsubscribe from this email list, just click on the "unsubscribe" link below.

I am an Allocator / CIO and I have been trying to connect via social media platforms to establish a relationship principally around Gold and Silver mining investing.

I was looking at your bio and all you've accomplished. I thought you might also be interested in this article – What's the Best Place to Invest Before the U.S. Dollar Plunges? Hint: It Isn't Gold.

Also, I wanted to let you know about a LinkedIn group I've created called Alternative Investment – Asset Allocators. It's a place where allocators can meet to discuss other investment areas that this unprecedented stimulus will affect!

Also, some mini-groups by investment thematic including Gold and Silver mining.

Feel free to join whichever is of interest. And do let me know if you are interested in selling a stake in your profitable (or break-even) business.

Again … No one dislikes unnecessary email more than I, so if you'd like to unsubscribe from this email list, just click on the "unsubscribe" link below.

Cheers,
Greg

LinkedIn

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Friday, July 10, 2020

It’s Time to Get Your Gold On

Hello Jeff

A quick follow up - My name is Greg, a private equity fund manager based in Atlanta, GA.

I have been investing in the metals and mining sector since 2005.

We will invest in both debt and equity and can help you take your company to the next level of growth.

I can move to NDA and term sheet fairly quickly for the right opportunity

If you know of anyone, please let me know. If you have any questions, feel free to ask and I'd be happy to chat.

Best,
Greg


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Monday, July 6, 2020

It's Go-Time for Gold

Hello Jeff

Just checking in to see if you got this.

My name is Greg, a private equity fund manager based in Atlanta, GA.

We have been investing in the metals and mining sector since 2005 and in Gold and Silver companies in particular.

I would like to connect to see what might be the challenges your business/clients are dealing with during these times.

We are looking to acquire controlling interests in Gold and Silver related companies that are profitable, or near to break-even, and with Revenues of $1m to $10m. Not crazy about early exploration.

We also like media and technology companies with a precious metals focus.

If you or someone you know who could use our help, please let me know. I'm open to entering into an NDA to discuss further.

Best,
Greg Silberman CFA CAIA CA(SA)

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3333 Piedmont Rd,
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Thursday, July 2, 2020

Gold Is Surging

Hello Jeff

Please forgive the intrusion. No one dislikes unnecessary email more than I, so if you'd like to unsubscribe, just click on the "unsubscribe" link below.

My name is Greg, a private equity fund manager based in Atlanta, GA.

We have been investing in the metals and mining sector since 2005 and in Gold and Silver companies in particular.

I would like to connect to see what might be the challenges your business/clients are dealing with during these times.

We are looking to acquire controlling interests in Gold and Silver related companies that are profitable, or near to break-even, and with Revenues of $1m to $10m. Not crazy about early exploration.

If you or someone you know who could use our help, please let me know. I'm open to entering into an NDA to discuss further.

Best,
Greg Silberman CFA CAIA CA(SA)

LinkedIn

Copyright © 2020 CJ Tag LLC, All rights reserved.
You are receiving this email because you opted in via our website.

Our mailing address is:

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3333 Piedmont Rd,
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