Hedge fund with USD 1.5 billion to shut as team joins ExodusPoint... [more]A hedge fund managing approximately USD 1.5 billion is shutting down, with its investment team set to join ExodusPoint Capital Management. The move highlights continued consolidation in the hedge fund industry and ExodusPoint's ability to attract established teams.
Hedge funds start to trim crowded AI trades... [more]Hedge funds have begun reducing exposure to some of the most crowded AI-related investments after a prolonged rally. The shift reflects concerns about valuations and concentration risk, even as managers remain broadly positive on the long-term AI theme.
The seven ASX stocks leaving short sellers USD 1 billion out of pocket... [more]Short sellers have suffered substantial losses on a group of Australian stocks that rallied sharply despite bearish positioning. The article examines the companies responsible for the losses and the factors that caught investors off guard.
Baillie Gifford launches first tokenised fund in the UK... [more]Baillie Gifford has introduced its first tokenised investment fund in the UK, marking another step in the adoption of blockchain technology within traditional asset management. The launch reflects growing interest in digital fund structures and tokenised securities.
NYC pensions seek public equities passive index asset managers... [more]New York City pension funds are searching for passive equity managers to oversee portions of their public market portfolios. The move is part of an ongoing effort to optimize costs and maintain broad market exposure for beneficiaries.
New hedge funds are using AI bots to rival industry giants... [more]A new generation of hedge funds is increasingly relying on artificial intelligence tools to compete with larger, established firms. Advances in AI are reducing barriers to entry by allowing smaller managers to automate research, analysis and portfolio construction.
Philippe Laffont says AI is creating the biggest investment opportunity of his career... [more]A prominent hedge fund billionaire argues that artificial intelligence represents an investment opportunity unlike anything he has seen before. The article explores where he is deploying capital and how he expects AI to reshape industries and markets.
Hedge funds raise oil short bets to five-month high... [more]Hedge funds have increased bearish wagers on oil prices to the highest level in five months. The positioning suggests growing skepticism about demand growth and confidence that supply conditions may remain supportive.
Cursor founder Michael Truell made members of his Discord server AI millionaires... [more]Michael Truell, the founder of AI coding startup Cursor, has seen his wealth surge as demand for AI-assisted software development accelerates. The article examines Cursor's growth and the growing interest from investors in AI coding tools.
Ex-Credit Suisse MDs' crypto hedge fund plans USD 150 million capital raise... [more]Former Credit Suisse executives are seeking to raise USD 150 million for a crypto-focused hedge fund. The effort comes as institutional interest in digital assets continues to recover and specialized crypto investment firms seek expansion capital.
Why Andy Burnham's Goldman Sachs and hedge fund advisors matter... [more]The article examines the role played by financial industry advisors, including individuals from Goldman Sachs and hedge funds, in supporting Andy Burnham's economic agenda. Their involvement reflects the growing interaction between regional policymakers and private capital.
The race is on to turn compute into a financial asset... [more]Investors and technology firms are increasingly exploring ways to treat computing power as a tradable financial asset. The article examines how AI demand is creating new markets for compute capacity and attracting interest from financial institutions and alternative asset managers.
And, finally: Here we go again... [more]From Newsoftheweird: A 62-year-old man in Sarasota, Florida, had a rude awakening on June 9 when a Ford F-150 crashed into his bedroom, pinning him under the truck, Yahoo! News reported. The Florida Highway Patrol say the 54-year-old driver, who ran a stop sign before leaving the road and ramming in
In an era of deepfakes, phantom fortunes, and narrative warfare, the challenge of distinguishing reality from illusion has never been more acute. For those stewarding generational wealth, the stakes are existential. This 11th edition of Horizons delves into the critical quest for clarity, offering a toolkit to navigate a world rife with deception and to build a foundation of verifiable trust.
Our journey begins with a chilling investigation into
Opalesque has been publishing Technical Research (chart analysis) since April 2006. Opalesque Technical Research offers technical chart analysis with a global perspective on all major markets, including Equity Indices, Fixed Income, Currencies, and Commodities.
Opalesque Technical Research is unique compared to most available research which is fundamental in nature, and not technically (chart) oriented. In addition, most current available research is mainly equity based, and not global in nature.
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Matthias Knab, Opalesque for New Managers: Stablecoins have won the argument they spent a decade losing. The interesting question is no longer whether the future of money is arriving - it is who captures the upside, how early you can get in, and whether an institution can act on the macro case witho..
