Other Voices: Bond Vigilantes' revival?... [more]By Jay R. Feuerstein, founder & CEO of Gnomon Alpha LLC.
In the mid-1980s, noted economist Edward Yardeni coined the name "Bond Vigilantes" for aggressive bond market sellers who drove interest rates higher whenever they determined government spending was irresponsible. In fact, they we
Wealth gathers pace in rapidly maturing economies... [more]By Opalesque: Knight Frank's 2026 Wealth Report reveals an extraordinary surge in global ultra-high-net-worth individuals (UHNWIs - those with assets exceeding $30m), with the total population rising from 551,435 to 713,626 between 2021 and 2026. That translates to roughly 89 new UHNWIs every
Hedge-funds toast their bets on AI computing... [more]Hedge-fund firms including Point72, Whale Rock Capital Management and Seligman Investments have been rewarded for bets linked to AI computing demand. The gains reflect continuing investor enthusiasm for companies positioned around AI infrastructure, agents and coding tools.
BOJ warns of financial system risks from investment fund activity... [more]Bank of Japan executive director Kazushige Kamiyama warned that investment funds can create potential risks for the broader financial system. He said sudden shifts by global hedge funds could increase volatility in bond and stock markets, while lending by Japanese financial institutions to foreign f
UAE-based investor Jayesh Gupta warns market correction could begin now... [more]Jayesh Gupta of Peptomist warned that his firm's quantitative system points to a potential correction window beginning around May 14-15, 2026. He said client capital is being shifted toward more defensive positions, including bonds, Treasuries and options strategies tied to equity declines and volat
Carry on trading: rate-based G10 currency bets make a comeback... [more]Reuters reports that carry trades in major currencies are having their best run in years as low volatility and wide interest-rate gaps revive the strategy. Citi calculates that buying the five highest-yielding G10 currencies and selling the five lowest-yielding ones would have returned just over 4%
10 AI trading robots and platforms used by traders in the US in 2026... [more]VentureBurn reviews how AI trading tools are being used across crypto, stocks, forex, options, futures and multi-asset portfolios. The article says quant-style workflows once associated mainly with hedge funds and institutional desks are now being rebuilt with AI models, automated alerts, no-code to
Schonfeld-backed Perbak closing hedge fund after "too-short" run... [more]Perbak, a Schonfeld-backed hedge fund, is closing after what Bloomberg described as a "too-short" run. The UK-based firm ran two short-focused equity funds and managed about USD 1.1 billion, highlighting how difficult it remains for specialized equity funds to scale and sustain momentum.
Hedge-funder donates a record GBP 1.6 billion in a year... [more]Sir Chris Hohn has topped the Sunday Times Giving List after donating GBP 1.4 billion, equal to 16.8% of his estimated GBP 8.6 billion wealth. The TCI founder said he wanted to encourage other wealthy people to give more, while his foundations continue to focus on child health, education and climate
Laura Arnold & John Arnold... [more]TIME includes Laura and John Arnold in its 2026 TIME100 Philanthropy list. The profile highlights their data-driven approach to philanthropy and policy reform, with giving focused on areas where they believe evidence, accountability and systems change can produce measurable outcomes.
Canadian institutional investors post 0.52% investment return in Q1 2026: report... [more]Canadian institutional investors posted a median return of 0.52% in the first quarter of 2026, according to CIBC Mellon data covering 63 pension plans, foundations and endowments with CAD 337 billion in assets. Hedge funds returned 2.97%, private equity 2.58% and real estate 1.16% in the alternative
Hedge fund proposes GBP 1bn buyout of UK's biggest private hospital operator... [more]Toscafund Asset Management has made a non-binding cash proposal for Spire Healthcare worth 250p a share. Spire's board said it would be minded to recommend the offer if a firm bid is made, while shares in the UK private hospital operator jumped sharply after the approach.
Regal leads major hedge funds profiting from blue-chip stock woes... [more]The Australian Financial Review reports that Regal and peers including Plato have posted strong monthly returns as several ASX blue-chip stocks came under pressure. The move shows how hedge funds have been able to profit from dispersion and weakness in major Australian equities.
Gamers, developers protest Saudi Arabia Public Investment Fund's bid to acquire Electronic Arts... [more]A coalition called the Players Alliance staged a protest outside Electronic Arts' Redwood City headquarters over the planned USD 55 billion acquisition by Saudi Arabia's Public Investment Fund, Silver Lake and Affinity Partners. Protesters said they fear layoffs, more debt-driven monetization and po
And, finally: When Google doesn't seem to have a process in place... [more]From Newsoftheweird: Residents of a Toronto neighborhood banded together after a Google Maps glitch had drivers heading the wrong way down a one-way road for several days. UPI reported on May 6 that as early as April 29, Google Maps had mistakenly listed the southbound-only Winona Drive as a northbo
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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By Jay R. Feuerstein, founder & CEO of Gnomon Alpha LLC.
In the mid-1980s, noted economist Edward Yardeni coined the name "Bond Vigilantes" for aggressive bond market sellers who drove interest rates higher whenever they determined government spending was irresponsible. In fact, they were among t..
Matthias Knab, Opalesque for New Managers: When BlackRock's Spring 2026 Hedge Fund Outlook landed, much of the commentary focused on its bullish stance toward hedge funds - the rising dispersion, the M&A acceleration, the macro opportunities. But the most important warning in the report has rece..
