Hedge Fund Industry News
A collection of Hedge Fund latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Chartbook 469: The risk of unwind - The US Treasury market in the era of the hedge fund-profit dollar.
The interest rate set by bond markets around the world, are going up. As tens of trillions of dollars of fixed-interest debt trade at lower prices, yields rise. The market where this matters most is the gigantic market for US Treasuries. At the…
Trump's desperate move to mess with markets is destined to fail
You have reached your maximum number of saved items. Remove items from your saved list to add more. With the midterm elections less than three months away, President Donald Trump's Treasury Department is starting to look desperate about the soaring…
Bessent Doubling The Treasury Buyback Program Is Just A Deck Chair Trade
The U.S. Treasury, under Secretary Bessent, unexpectedly doubled its long-maturity buyback program, briefly driving yields lower before they rebounded. I view this buyback expansion as a 'Deck Chair Trade'—inconsequential relative to the $32…
Billionaire Ken Griffin Just Loaded Up on Eli Lilly Stock. Should You?
It's easy for a stock to get lost in the crowd when a portfolio has an enormous number of holdings. Citadel Advisors, the hedge fund founded and led by billionaire Ken Griffin, owns nearly 7,500 stocks and thousands of options, according to its…
Corpay's Corporate Payments Push Could Unlock Its Next Growth Phase(NYSE:CPAY)
Corpay is rated BUY after strong 2Q26 results and raised full-year guidance, with robust earnings and revenue growth. CPAY is shifting focus from vehicle to corporate payments, targeting a $560 billion TAM with less than 1% current share. 2Q26…
The New Cold War Is an Alibi for Tech Elites' Impunity
Before the spectacular implosion of his $45 billion AI hedge fund late last month, twenty-four-year-old Leopold Aschenbrenner had laid out a road map for a new Cold War with China. In June 2024, shortly after being fired from OpenAI, Aschenbrenner…
Sean Duffy's Great American Road Grift
At least once while watching “The Great American Road Trip,” I found myself wondering what the Founding Fathers would make of all this. It happened in the Philadelphia episode, after Transportation Secretary and “Real World:…
Treating Public With Contempt': Reform Under Fire After 'Taking £20m In Crypto Donations
Reform UK has received £20 million in donations from cryptocurrency investors since the 2024 general election, according to reports. The Independent has found 60% of the funding for Nigel Farage's party comes from wealthy individuals linked…
17,214 Shares in Mohawk Industries, Inc. $MHK Acquired by Landscape Capital Management L.L.C.
Landscape Capital Management L.L.C. acquired a new position in shares of Mohawk Industries, Inc. (NYSE:MHK - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Billionaire David Tepper Has 16% of His $7.5 Billion Appaloosa Portfolio in Amazon Stock. Is It Still a Buy?
Over a 40+ year career on Wall Street, David Tepper has built a fortune estimated at $23.7 billion, mainly by making aggressive, concentrated wagers. First, he focused on the distressed debt market, building his Appaloosa Management into one of the…
Compass Financial Management LLC Acquires New Stake in Innovative Industrial Properties, Inc. $IIPR
Compass Financial Management LLC bought a new position in shares of Innovative Industrial Properties, Inc. (NYSE:IIPR - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and…
Nabors Industries Ltd. (NYSE:NBR) Given Consensus Recommendation of 'Hold' by Brokerages
Nabors Industries Ltd. (NYSE:NBR - Get Free Report) has been given a consensus recommendation of 'Hold' by the eight research firms that are covering the firm, Marketbeat.com reports. Six research analysts have rated the stock with a hold…
Jason Arday and the new politics of plagiarism
After a meteoric rise to the top ranks of British academia, scholar Jason Arday was found dead at his London home on Aug. 14, 2026. Arday had spent weeks fighting plagiarism accusations. The way they took on a life of their own in the media…
Billionaires Stanley Druckenmiller and Dan Loeb Both Sold Broadcom and Piled Into This Virtual Monopoly Artificial Intelligence (AI) Stock Instead
Stanley Druckenmiller and Dan Loeb are two of Wall Street's most closely watched investors. Druckenmiller is a macro specialist who previously worked as a portfolio manager under George Soros. Today, he runs his own family office. Loeb is the…
De Lisle Partners LLP Takes Position in Ascent Industries Co. $ACNT
De Lisle Partners LLP bought a new stake in Ascent Industries Co. (NASDAQ:ACNT - Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 197,824 shares of the company's…
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