By: Michael Facchini, Managing Partner, Regent Global Funds
Wouldn’t it be nice if every time someone asked you to borrow $100, they gave you their iPOD to hold onto as collateral? I’m sure they would be much more compelled to actually pay you back as opposed to conveniently “forgetting” to do so. Seems like a simple [...]
By: Dominic Mazzone, Managing Partner, Regent Global Funds
Today’s idea comes from some of the recent announcements about how large corporations are using job cuts as an alternative to growth, and in essence keeping their bottom line in shape. With the economy in a recession, it’s that time again for large corporations to start slashing jobs [...]
By: Dominic Mazzone, Managing Partner, Regent Global Funds
Today’s Idea is just a quick thought about the current market schizophrenia. On July 12th I saw a headline that read “Oil Hits Record High on Supply Fears” “. If you were living in a cave and saw this headline you would probably think that there is a [...]
By: Dominic Mazzone, Managing Partner, Regent Global Funds
I think investors and the financial sector as a whole need to become educated on the profitability of Asset Based Lenders and the hedge they represent. The lack of liquidity in the financial sector seems to be getting daily press and for every bank that tightens guidelines or [...]
By: Dominic Mazzone, Managing Partner, Regent Global Funds
Today’s idea is just a quick consideration of what I wrote last Friday about alternative investments in light of an announcement by private equity firm Kohlberg Kravis Roberts & Co.(KKR), which gained fame by taking RJ Reynolds private two decades ago, will go public on the New York [...]
Do We Need to Change the Definition of an Alternative Investment?
With The Dow giving a clear signal yesterday that our troubles have not passed, yesterday’s traders should be becoming today’s alternative investment cheerleaders. I think we are finding that with so many economic factors being weighed so heavily by traders, daily betting on which way [...]
Economic trends have been a hot button lately and I think it’s clear that we have reached a point that predicting economic trends is becoming more enigmatic than usual. I have been writing of late about how investors and the general populous for that matter want the economic downturn to end so badly, [...]
Is your investment advisor doing his own thinking or just listening to the news. You better hope that your investment advisor is doing more than just listening, because lately running with the crowd might not be such a good idea. I was actually laughing out loud yesterday at a report about how investors are questioning [...]
By: Dominic Mazzone, Managing Partner, Regent Global Funds
Distressed Debt is starting to make a lot of noise in the alternative investment arena and with everyone jumping on the boat; it might be ready to tip. I have seen numerous announcements of new distressed debt funds and I think we will keep seeing more down the [...]
Today’s Idea—July 21, 2008 –When the Crisis Ends the Bear Market Begins - Being a fund manager of a fund that acts as an asset based lender, primarily on commercial real estate, everyone asks when the bear market in real estate is going to end. I usually find this pretty amusing considering that I think [...]
