In an article about how banks are joining multibank blockchain networks to speed up payments and fund transfers, Tassat Group Chief Information Officer Kevin Lupowitz spoke about The Digital Interbank Network, which Tassat is sponsoring. The Network differs from other emerging platforms in ways such as using more-secure private (rather than public) blockchain technology and […]
Jessica Bemer, Portfolio Manager at Easterly Investment Partners, appeared on the Bloomberg BusinessWeek podcast to offer her thoughts on the markets. As we approach year-end, Jessica thinks that most companies will be quiet, and the markets will be trading on macroeconomic news, including what Federal Reserve officials say at this week’s meetings, the quadruple “witching […]
Jack Murphy, the co-chief investment officer and portfolio manager at Easterly Investment Partners, told MarketWatch, “The case for value is, irregardless of sector, you can find great, great opportunities,” such as good companies that have been recovering as the pandemic has become less of a day-to-day factor. Murphy added that the COVID-19 variants would not […]
In a MarketWatch article on the day’s market performance, Anne Wickland, a member of the Snow Team at Easterly Investment Partners, said, “We like energy a lot. Oil companies are in good shape in terms of their cash flows and balance sheets” after being “so much more disciplined over the last couple years.” Read more.
In an appearance on Bloomberg Markets, Flexjet Chief Operating Officer Megan Wolf explained why private jet travel has recovered faster than that of the commercial airlines and the reasons newcomers to private jets will remain. “We think that they’re going to stay now that they can see the flexibility, the fact they can fly from […]
In coverage of Easterly Asset Management’s Maritime Logistics Equity Partners (MLEP) announcement of a second round of funding to purchase chemical tankers, Mfame quoted MLEP CEO Darrell Crate as saying, “We now know that the dislocation and subsequent investment opportunity is greater than we first thought, and not just in the stainless steel sub-sector, but […]
Arnim Holzer, global macro strategist at Easterly EAB Risk Solutions, appeared on Money Life with Chuck Jaffe. Holzer said that, “Our concern here is that investors haven’t understood the chances that their portfolios may underperform more than they expect if rates actually do start to normalize in the second quarter of next year.” Listen.
In an article about Black Friday’s stock market selloff, Easterly Investment Partners portfolio manager Jessica Bemer was quoted as saying, “It’s not a great day to wake up on Black Friday and see news about a concerning variant.” Despite Friday’s selloff, Bemer also said that “This is a market that is well-practiced in terms of […]
Darrell Crate, CEO of Easterly Asset Management’s Maritime Logistics Equity Partners (MLEP), announced a second tranche totaling $200-$250 million for the purchase of chemical tankers, helping investors benefit from dislocations in a market in which tankers are in short supply, demand is growing and future orderbooks are low. MLEP is acquiring pre-owned tankers, refurbishing them […]
In a feature about Sustainable Aviation Fuel (SAF), the Robb Report noted that 4AIR has developed an interactive map showing the locations around the country where the climate-friendly jet fuel is available. The article quoted 4AIR President Kennedy Ricci as saying, “SAF offers a very meaningful reduction in emissions. We had a lot of partners […]