Purchase Power Protection

By |September 12th, 2015|

When rising inflation in developed and emerging markets impairs the value of traditional assets over the next decade and beyond, agribusiness and other non-traditional assets will provide a hedge against inflation by purchase power protection, along with hybrid bond and equity-like returns driven by their fundamental supply & demand inelasticity.

CyberSecurity: T-Minus Zero Day

By |September 12th, 2015|

Vanquish Strategic Advisory and The Vanquish CyberFinance Platform’s College of Cyberwarfare are set to launch The Vanquish Veapon–a next generation cybersecurity weapon targeted directly at the most dangerous cyberthreat of them all: The Zero Day Threat.

Real Estate Private Equity

By |September 12th, 2015|

In its prime, private equity dominated headlines as financiers armed with billions in debt financing took over massive companies, vanquished management, repurposed employees, and then sold it back to the market for billions of profit. But there were billion dollar flops too (Caesars Entertainment Corp. and TXU), and the biggest PE firms switched their investment strategy. Ten billion dollar plus deals are a rare breed anymore. But private equity is here to stay in another way, and in another asset class: the permanent capital that is real estate.

Read more: http://www.businessinsider.com/private-equity-property-land-grabs-2015-4#ixzz3X21NVlQa

Marketplace Lending Gold Rush

By |September 12th, 2015|

It was a Gold Rush year for online marketplace lending.

The sector’s undisputed leader, Lending Club, more than doubled its quarterly loan volume on its way to a lucrative initial public offering. Hungry for yield, a deluge of new capital from hedge funds and other institutional investors rushed in. Bankers sat up and took notice. New asset classes — including small-business loans, real estate loans, and even loans for the purchase of solar panels — were pioneered. An ecosystem of ancillary firms matured. By December 2014, roughly 100 different online platforms were operating in the U.S., according to one estimate.

As a result of the industry’s rapid growth and evolution, American Banker has named marketplace lending its Innovation of the Year. Now, The Big Question is not so much if but when will Federal Regulators step in and screw it all up while pretending to do so for our own good.

America’s Broke

By |September 12th, 2015|

Everyone knows the world’s broke. What they don’t know, or are afraid to admit, is that the United States is too. We have poorly capitalized banks (Citigroup failed it’s “stress test”), backed by a poorly capitalized insurance fund (the FDIC holds a tiny fraction of the amount required by law to insure the US banking system), backed by a nearly insolvent central bank (with a capital ratio at 1.24% the Federal Reserve is almost bankrupt), and an insolvent government (the U.S. government’s net worth–its assets minus its liabilities–is negative $17 trillion.)

Vanquish Arbitrage

By |September 12th, 2015|

Powerful investment opportunities emerge when two or more Vanquish Platforms intersect in a particular demographic, region or economic sector. These complex scenarios are outside the reach of most analytical teams and typically from common knowledge and conventional wisdom, further amplifying the arbitrage opportunities for smart buyers.

Spies Like U.S.

By |September 10th, 2015|

China and Russia are putting their recent technological advances in raw computational power and big data analysis capabilities to work identifying, cross referencing, and compiling individual dossiers on members of the U.S. intelligence community operating in their countries. The data itself was stolen in a series of devastating hacks of public and private U.S. enterprises, ranging from the U.S. Office of Personnel Management, to Anthem Healthcare, to the Ashley Madison married dating website.

According to comments in the Los Angeles Times by William Evanina, the Director of the National Counterintelligence and Security Center, China and Russia have been looking at a range of data to determine:
who is an intelligence officer, who travels where, when, who’s got financial difficulties, who’s got medical issues, put together a common picture
Evanina also said foreign intelligence services had “absolutely” already used the data against American operatives, but that the nature of that usage is classified.  The treasure trove of sensitive information includes sensitive data from recent hack targets including:

A network of U.S. engineers and scientists who provide assistance to undercover operatives.
The U.S. Office of Personnel Management, which had its systems breached earlier this year when hackers likely tied to China stole OPM files containing information on 22 million U.S. security clearance applicantions.
The U.S. Joint Chiefs of Staff, one of whose unclassified email servers was hacked in July by Russians linked to the Kremlin.