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October turned out to be one of the worst months for hedge fund stock pickers in a decade, and the first week of November made it worse. Goldman Sachs data showed fundamental and systematic long/short funds each losing more than 3% in the same month for the first time since its records began, net leverage was cut at the fastest pace since March, and Thursday's tech selloff wiped out year-to-date gains at many funds. Walleye, Engineers Gate and Brevan Howard all shed staff. Citadel was the notable exception. Meanwhile the Democrats' midterm sweep added a new variable for the AI infrastructure trade, and Elliott warned that FOMO could quickly become FOGO. Opalesque followed every turn in the daily Alternative Market Briefing, alongside five new Opalesque Exclusives and fresh Industry Updates. Opalesque Exclusives this weekEXCLUSIVE - 5 November 2026 Ex-Pine River PM Victor Baev bets the mortgage boom nobody expected is just getting started When US mortgage rates jumped, the textbook expectation was that mortgage lending would shrink. In the corner of the market Victor Baev has traded for years, the opposite happened: lenders squeezed out of a shrinking conventional market moved into new segments, creating an opportunity set the former Pine River portfolio manager believes is still in its early innings. ...................... To view our full article Click here |
Alternative Market Briefing Weekly
Sunday, November 08, 2026
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