Entries by Alvine Capital

Alvine Capital’s Isaacs Sees Strong U.S. Dollar for Next 6 Months

Stephen Isaacs, chairman of investment committee at Alvine Capital Management, discusses a possible trade war between the U.S. and Europe and how investors should position themselves. He speaks on “Bloomberg Markets: European Open.” (Source: Bloomberg) https://www.bloomberg.com/news/videos/2018-05-29/alvine-capital-s-isaacs-sees-strong-u-s-dollar-for-next-6-months-video   

Alvine: Expect Fed to hold back until June

“We are looking at tax reform in the U.S, so there is going to be an opportunity probably later this year to do something with that cash pile, and do something more efficiently for shareholders and I think Tim may have missed that opportunity,” said Stephen Isaacs, Chairman of the Investment Committee at Alvine Capital, […]

How Trump Can Completely Recast the FOMC

Alvine Capital Management Investment Committee Head Stephen Isaacs discusses potential vacancies on the FOMC and the direction of monetary policy under President Trump. He speaks with Mark Barton on “Bloomberg Markets: European Close.” https://www.bloomberg.com/news/videos/2017-02-20/how-trump-can-completely-recast-the-fomc

Isaacs: Amending Dodd Frank Hurts European Banks

President Donald Trump’s plans to scale back Dodd Frank will hurt European banks that are still struggling to recovering from the 2008 crisis, says Stephen Isaacs, Chairman of the Investment Committee at Alvine Capital Management. He also told Daybreak Europe’s Caroline Hepker and Nejra Cehic that passive investing is a crowded trade. https://www.bloomberg.com/news/audio/2017-02-07/isaacs-amending-dodd-frank-hurts-european-banks