Inflation/Trucking: New truckers are entering the system, so pricing should come down. According to a trucking logistics company, spot prices for semi loads have risen as high as 2x historical prices, attracting new drivers to enter the market. This should lead to lower trucking prices indicating fewer supply chain problems taking pressure off inflation.
China Liquid Markets: Large U.S. pensions and international China Family offices are starting to invest in China liquid markets through investment in hedge funds given current valuation levels despite China headwinds.
Ukraine: Europe would not be fighting in the Ukraine without U.S. leadership. Political discord includes whether the battle is worth the risk and economic disruption. This economic effect seems to indicate that the U.S. dollar will remain strong. In addition, Europe is not one nation and does not want to be considered such, and the impact of the economic disruption is varied by country, as heard from our European contacts.
Clean Energy: Large international power company looking to invest into U.S. Clean Energy projects that include battery storage. These can include those projects that are ancillary services.
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Deer Isle Group
info@deerislegroup.com
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Founded in 2007, Deer Isle Group empowers Capital Participants with the right tools to ensure transparent, smooth, and efficient direct capital contact. Since our founding, we have successfully transacted over $5 billion in capital, through Deer Isle Capital, LLC (our FINRA registered broker/dealer), for companies and funds in a wide variety of security types, sectors, and geographies.
The foundation of our approach is innovative, unbundled expertise and guidance that provides effective and successful customizable capital solutions.
These include Beacon, a proprietary technology that offers Capital Participants “Direct Issuance/Contact” capabilities, as well as capital markets brand building which helps ensure capital markets success today and, in the future, to a curated set of relevant potential Capital Participants from a universe of 10,000+ institutional capital markets organizations/45,000+ institutional capital markets people. In addition, Deer Isle provides “as needed” Strategic Capital ConsultingTM services to prepare for a capital or M&A transaction including Strategic Capital PositioningTM, Strategic Capital ModelingTM and Due Diligence Preparation, as well as Closing Advisory/Guidance expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.
