Topic: Insights Flows and Investment Trends
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DEER ISLE: Insights, Flows & Investment Trends
October 23, 2024 Data Centers: Core to the National Security Race with China? Yes! Given China’s technological advancements, data centers are central to the national security race between the U.S. and China, acting... Read More -
DEER ISLE: Insights, Flows & Investment Trends
September 18, 2024 Charitable Organizations Raising Return Seeking Funds!? As impact investing gains wider acceptance and standardized methods for measuring impact become more prevalent, traditional charitable organizations are exploring the possibility of raising... Read More -
DEER ISLE: Insights, Flows & Investment Trends
August 21, 2024 “AI” Liability – Who Takes the Risk? As more and more activities are turned over to AI – one of the big questions will be “who assumes the risk for... Read More -
DEER ISLE Insights, Flows & Investment Trends
July 25, 2024 Infrastructure Success & Bottlenecks The US Government has made and continues to make billions of dollars investment into Clean Energy and other infrastructure developments. This money was a large part... Read More -
DEER ISLE: Insights, Flows & Investment Trends
June 18, 2024 Crypto-Currency Ecosystem Becoming Institutional? Crypto-currencies have had multiple barriers to becoming institutional and it seems, one by one, they are coming down. A signal, in addition, to the issuance of... Read More -
DEER ISLE: Insights, Flows & Investment Trends
May 21, 2024 “AI”: 70% versus 20%!? In what sector is close to 70% of the funds flow and corresponding intellectual energy going into AI? “Venture Capital” In what sector is only approximately... Read More -
DEER ISLE: Insights, Views & Investment Trends
April 26, 2024 Top Broker/Dealer We are proud to announce that we have been selected as a top 10 Broker Dealer by Financial Services Review Magazine. Read the Article: Deer Isle Group |... Read More -
DEER ISLE: Insights, Flows & Investment Trends
March 27, 2024 A Capital Seeker Who Understands Us! True Conversation with a head of a Large Capital Provider (think billions under management): Capital Provider: We expect to get to know potential Capital... Read More -
DEER ISLE: Insights, Flows & Investment Trends
February 20, 2024 Private Fund Manager M&A – The Next Opportunity? With over 5,972 private fund advisors registered with the SEC compared with only 1540 public fund advisors, the private fund industry is... Read More -
DEER ISLE: Insights, Flows & Investment Trends
January 24, 2024 “Green shoots” with Uncertainty is 2024’s Theme As 2024 begins, we are hearing from our contacts that there is much hope for liquidity to improve in the (private) capital markets... Read More -
DEER ISLE: Insights, Flows & Investment Trends
January 26, 2023 Welcome to 2023! Hopefully a year that brings peace and prosperity to the capital markets. It seems likely that the US will go into a recession, which should bring down... Read More -
DEER ISLE: Insights, Flows & Investment Trends
December 14, 2023 As we close out the year, find out how we can help with your capital markets journey – preparation, using a Fintech solution to expedite a “direct issuance” or to... Read More -
DEER ISLE: Insights, Flows & Investment Trends
November 22, 2023 Is Alternative Investing Now a “0” Sum Game? Now that institutional “asset allocators” have, in general, reached their maximum allocations to alternatives – we are hearing that new capital for... Read More -
DEER ISLE: Insights, Views & Investment Trends
October 27, 2023 Is China “In” or “Out” of the US Capital Markets? We have direct knowledge that capital is flowing “in”. We know of a large state entity that has moved its... Read More -
DEER ISLE: Insights, Flows & Investment Trends
September 26, 2023 Two Fund Managers Talking to Each Other About Buying / Selling Assets (True Story!) Fund Manager 1: “There are so many assets to buy…I can pretty much buy any assets... Read More -
DEER ISLE: Insights, Flows & Investment Trends
August 23, 2023 China Low-Rate Environment – Capital Flow Consequences In March, we wrote in our Newsletter, that it seemed that the Chinese economy was weaker than expected and that China was one... Read More -
DEER ISLE: Insights, Views & Investment Trends
July 19, 2023 Hollywood and AI Clash! Striking Hollywood screenwriters and actors have included compensation for residuals which includes how AI uses streaming and other publicly available but “owned” information on their list... Read More -
DEER ISLE: Insights, Views & Investment Trends
June 22, 2023 Fashionable Skirt Heights are Rising – Does this bode well for Stock Prices!? It seems that both women and the stock market are feeling optimistic. If you window shop on... Read More -
DEER ISLE: Insights, Views & Investment Trends
May 24, 2023 A Brave New World – AI and Copyrights! Recently the Supreme Court decided that Andy Warhol was not entitled to use Lynn Goldsmith’s Prince photograph for a series of images... Read More -
DEER ISLE: Insights, Views & Investment Trends
April 25, 2023 MARCH SHOWERS BRING APRIL FLOWERS… Most major US equity indexes have been positive by almost 10% since the beginning of the year. On the heels of the “banking crisis” in... Read More -
DEER ISLE: Insights, Flows & Investment Trends (Jan 2022)
January 24, 2022 Could oil prices reach $150/barrel on continued demand & shortage of critical minerals required for clean energy? According to speakers at a Mining Conference in Saudi Arabia, this is a... Read More -
DEER ISLE: Insights, Flows & Investment Trends (March 2022)
March 14, 2023 Oil: Oil prices continue to surge toward $150+/barrel, the level we highlighted in last month Insights. Chinese Interest Rates: While rates in the rest of the world are rising, Chinese interest rates... Read More -
DEER ISLE: Insights, Flows & Investment Trends (April 2022)
April 22, 2022 NFTs: NFTs continue to go mainstream – the British Museum now has an NFT pop-up store! ESG: Large global insurance company has $1 to 2B to invest into Global ESG Infrastructure... Read More -
DEER ISLE: Insights, Flows & Investment Trends (May 2022)
May 17, 2022 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,... Read More -
DEER ISLE: Insights, Flows & Investment Trends
February 21, 2023 Rolling Recession? Or, Old Fashion Cyclical Sectors? There is a new term being “heard on the street” … “Rolling Recession”. A Rolling Recession seems to be a description of an... Read More -
DEER ISLE: Insights, Flows & Investment Trends
December 13, 2022 Market Liquidity – Large capital resources available once Fed stops hiking interest rates: We have seen internal surveys done by large wealth advisors which show that cash balances/equivalents are approx. 40% of... Read More
