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...The investor group also includes private credit groups Ares Management and HPS, and L Catterton, a private equity group that invested in Equinox in 2017....
...But what’s most entertaining is that the government goes ahead and shows the professor’s ongoing work calculating Alameda’s historical balances with FTX — basically the firm’s net P&L — from last year:...
...As such the buyout does not look too shabby at 20 times this year’s operating profit on S&P Capital IQ estimates. But with more effort management might be able to double these earnings....
...Ørsted, the world’s largest offshore wind developer, has been threatened with a downgrade by credit rating agency S&P after taking huge writedowns on its US projects this week.S&P Global Ratings said it...
...Divecha, head of market development for climate credit risk at S&P, told me yesterday....
...In a note titled “Hedge fund nirvana” Credit Suisse UBS quant Patrick Palfrey notes how heavily shorted stocks have started to do badly this year....
...The group also includes executives of Related Companies, private credit groups Ares Management and HPS, and L Catterton, a private equity group that invested in Equinox in 2017. Read more here...
...Ørsted, the world’s largest offshore wind developer, has been threatened with a downgrade by credit-rating agency S&P after taking huge writedowns on US projects it abandoned this week.S&P Global Ratings...
...Crédit Agricole, Atos, Attestor and the French bank lenders declined to comment. Crédit Agricole’s stance was first reported by online publication L’Informé....
...L&G said it had reported “no material property or credit writedowns” in the first half of 2023, and has had zero defaults on the credit backing its annuities since 2010....
...Put another way, in a world where liquidity is everywhere, changes in the money supply don’t signal much about the availability of credit....
...Free cash flow, however, reconciles those book accounting accruals of the P&L ledger to capture the real flows of actual dollars coming in and out....
...When l told my wife, she asked if I’d lost the house (which we owned outright). l said, no, even l was not that stupid. She then laughed and said that it ‘doesn’t really matter much then’....
...Warren Buffett famously said that when he owns outstanding businesses with outstanding management teams, his favourite holding period is “forever”....
...With assets under management jumping from $20bn in 2019 to over $120bn today “these funds are a behemoth in the derivatives market”....
...The top five contributors to the fund’s performance last year were Meta Platforms, Microsoft, Novo Nordisk, L’Oréal and IDEXX Laboratories....
...Shepherdson argues that declining S&L tax revenue augurs poorly for future S&L spending, as this chart shows: It’s a reminder to investors that markets are sensitive to changes, not levels....
...As Bolgona puts it: From a high level, relative to electing to account for loans at amortised cost, electing the fair value option provides a P&L tailwind during periods of loan growth due to recognising...
...Did management make the right noises — or do they still think its problems are anomalous and disconnected?...
...University of California, San Diego, for example, returned a leading 11 per cent in fiscal 2023 by virtue of its nearly one-third allocation to the S&P 500....
...Meanwhile the EU approved new rules this year that will curb fund leverage in the rapidly growing private credit market....
...SoftBank’s finance chief has accused S&P Global of “not trusting the management” and criticised the rating agency for failing to upgrade its credit rating after the blockbuster listing of UK chip designer...
...around 3.8% of the total value of all S&P 500 shares traded (or the equivalent of just over 100,000 E-mini S&P 500 futures — as an old futures and options trader, these numbers made me gulp!)....
...“PE compensation is predominantly derived from the P&L of the firm — which is based on the management fee of the fund, and this is locked in for the life of the fund,” said Tom Thackeray, a partner at Heidrick...
...He quit as chief executive of Apollo Global Management soon after they became public....
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