OPM WIRE
A blog about Bay Street, money managers, funds, moguls, who's killing it, who's getting killed. No stock picks, no macro.
Latest posts
TO Establishment
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Seymour Schulich
I take issue with Seymour Schulich's Anti-Emigration stance.
3 min read
Cohere, the Lululemon of frontier LLMs
Cohere's LLMs have fallen into irrelevance over the past two years.
6 min read
Money Managers
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Peter Hodson and the OSC's Registration Charade
The Ontario Securities Commission runs a Registration Grift, aided and abetted by conflicted lawyers.
5 min read
EdgePoint's activist fund can only get better, one hopes
EdgePoint's activist fund is facing some adversity.
3 min read
Nicola Wealth unwinds Value Add Real Estate fund
Nicola expects to give back most of capital within 5 years!
1 min read
That time I was Klevin Brockovich
The story of how I got into an argy-bargy with the British Crown.
6 min read
Avenue Living on the cusp of every private fund's dream: an IPO
Two Avenue Living real estate funds are winning too much to remain private.
3 min read
Money Managers
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Wealthsimple regulatory kompromat
Wealthsimple has tripped over licensing laws in Quebec.
3 min read
Miles Nadal: selected moral teachings on wealth
Thoughts on materialism, grandiose humility and Mahatma Nadal.
4 min read
Money Managers
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Som Seif, the same old song
Public investors were early partners in Som Seif's venture Purpose, but did not get to hang on.
3 min read
Moderately important new disclosures
Some relevant disclosure to consider as you read future posts.
1 min read