From the Opalesque team: Opalesque has learned that Eidsis Capital is preparing to launch a Hybrid distressed fund which will be named Eidsesis Special. Get information, directions, products, services, phone numbers, and reviews on Eidesis Capital in New York, NY. Discover more Security Brokers, Dealers, and. SEC profile for Registered Investment Advisor (RIA) EIDESIS CAPITAL LLC including address, website, AUM, assets, growth, total accounts, advisory clients, .

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The new firm focused on distressed CDO investing. But the liquidation is what governments don’t want to allow.

Reserves are essentially hedges or protections, they’re monies or some value that is sitting on the sidelines that can be pressed into service if something happens and you need to rely on these stores of value, for two reasons. They increased productivity and they created oversupply, and that excess supply needs to be liquidated. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http: It is almost as if these disruptive financial technologies enabled overproduction of financial assets.

It’s the means of production.

But some people will eicesis. So you will never have the Philadelphia problem. Simon Mikhailovich knows a thing or two about financial weapons of mass destruction.

Eidesis Capital LLC

I don’t know; nobody knows. A compromise will only delay the problem, because it’s a problem of excessive indebtedness and you can’t solve a balance-sheet problem without solving it, except eidsis delaying it. The disruptive technologies and government policies have created an extremely highly correlated environment with all financial markets and all financial institutions. If we step back from everything that is going on in the U.

Based on recent precedent, it’s clear the politicians have no incentive to act unless they are faced with some sort of existential threat. Before you can capial the problem, you have to admit you have a problem.


Eidesis Capital – CB Insights

The price of gold never rises. But you have to consider the Philadelphia problem. There is a huge vulnerability. We concluded such an asset is physical gold bullion—not paper or derivative instruments—held securely outside the financial system, which is potentially subject to a disruption like we saw inand geographically diversified to provide access to various markets, where the hope is that at least one or some of them would be liquid.

Although there’s faith in the U.

It’s silver, diamonds, Rembrandts, Picassos, real estate. There are two roles of uncorrelated sources of returns, or reserves, in a central banking sense.

But there may come a moment when it doesn’t work, and then what’s a safe haven?

There is a global market for it. Our specialty is structured credit, and credit derivatives are mispriced because the rates are at zero and are subject to potential significant disruptions. In the movie Trading Placesthe eidssis is trying to sell his very expensive Swiss watch at a pawn shop in Philadelphia, and he is told that in Philadelphia it’s worth 50 bucks.

One technology is securitization, such as CDOs, where high-risk debt is recharacterized into investment-grade securities. With a wealth of experience in structured credit, he co-founded Eidesis Capital in with Michael Eidwsis, after they completed a buyout of the collateralized-debt-obligation eidfsis of Eidseis. You may not like the price, but it is never going to be a rip-off. We don’t know the real cost of misallocation of capital.

Here is the paradox: Too big to fail is now too bigger to fail. Debt increases the risks by increasing the interconnectedness of financial institutions and governments. Russia, Argentina, Brazil—it didn’t extinguish life in those countries. We came up with a vehicle that enables investors to do the same thing. When you disconnect greed and fear, greed runs rampant. However, in the current environment, gold can produce tremendous real returns because it’s an asset that doesn’t produce any cash flow.


Developed markets that are the repositories of most of global financial wealth have had de minimis demand for physical gold. That poses threats that have never existed before to the stewards of capital. It is the value of financial assets that declines. That creates distortions, misallocation of capital, and mismanagement of risk, and we are seeing it time and time again.

Interview With Simon Mikhailovich – Barron’s

Greece has overproduced credit…. A spokesman explained that the main reason is to protect against a crisis scenario. Lehman clients couldn’t get full value for assets they didn’t think were at risk. Many countries have gone through financial disruptions and had their currencies devalued and had all sorts of economic problems, even in the last 20 years. If you were offered a game of chance where when you win, you win, and when you lose, you are given another chance to throw the dice, then, of course, everybody would play that game and essentially that is where the financial system is.

Unquestionably, things were done that were illegal in many cases, certainly grossly negligent. As with any emergency, this requires a tremendous amount of leadership. If you take a chance and fail, you have to take the consequences of your failure.