Category: Risk

Rethinking Institutional Bitcoin Investments

I might have been hasty in my last post regarding being bearish on institutional investments in bitcoins. After interviewing Pantera Capital CEO Dan Morehead for Trader Magazine’s current cover story, I refined my views a bit. Buy-and-hold asset managers will still find investing in the digital currency directly difficult. The bitcoin market remains relatively small, highly fragmented,…

Institutionally Bearish on Bitcoins

The more research that I dig up for an upcoming feature on institutional investors and bitcoins, the more I believe that it will be a few more years before asset managers are able to profit from digital-currency investments. This has nothing to do with the maturity of the bitcoin infrastructure, which is fine and only needs…

The Sound and Fury of Fixed-Income Trading

This may be a poorly timed post since the Tabb Forum’s annual fixed-income conference is tomorrow, I’m pretty bearish on meaningful changes in corporate-bond market these days. There’s been a lot of activity in the electronic-trading space for fixed income over the past year as agency brokerage ITG and Tradeweb launch their respective trading platforms…

We Get It: The Markets are Fine

Since today is the US quasi-holiday Columbus Day and Thanksgiving Day for our northern neighbor, I do not feel really bad about sharing my thoughts about the Investment Company Institute‘s Capital Markets Conference held on October 10. I have to admit that the conference had a pretty impressive line up. Commodity Futures Trading Commissioner Scott O’Malia started the…

Case-Based Reasoning Eyes Wall Street

Today kicks off the 21st annual International Conference on Case-based Reasoning in Saratoga Springs, NY. The four-day event brings CBR veterans and novices together to discuss research on and applications for the problem solving methodology. Never heard of it? Neither had I, until I spoke with representatives from Verdande Financial Services, one of the conference’s…