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.
A rare CME shift: Hedge funds abandon structural shorts to bet on a bitcoin rally
Hedge funds trading bitcoin futures on the Chicago Mercantile Exchange have turned net long, according to Ki Young Ju, CEO of blockchain data analytics firm CryptoQuant. The rare positioning shift suggests professional traders are increasingly…
Wall Street Says Hold but Hedge Funds Are Circling NSC's $85 Billion Merger
Analysts hold NSC with a $365 consensus target while Millennium, D.E. Shaw, and Point72 run merger arb options around its $85 billion acquisition. UNP's $85 billion NSC bid faces STB regulatory review through mid-2027, with opposition from BNSF…
Record Backlog Powers NRC Health's (NRC) Upward Potential
Long Cast Advisers, an independent registered investment adviser, released its Q2 2026 investor letter. A copy can be downloaded here. The firm reported strong earnings in the second quarter, with results improving 20%, bringing year-to-date…
![koreatimes.co.kr - Lee Yeon-woo - [REPORTER'S NOTEBOOK] Korea's stock market is missing 'long money'](https://newsimg.koreatimes.co.kr/2026/08/11/b4a930ec-b13e-4594-9c03-a328b32e9c3b.png)
[REPORTER'S NOTEBOOK] Korea's stock market is missing 'long money'
Koreans were largely skeptical when President Lee Jae Myung took office last June with the goal of pushing the KOSPI from 2,000 to 5,000. According to the Korea Corporate Governance Forum, a 100 million won ($70,691) investment in the U.S. stock…
Perma Fix Environmental Services' (PESI) Strong Backlog Overshadows Weak Results
Long Cast Advisers, an independent registered investment adviser, released its Q2 2026 investor letter. A copy can be downloaded here. The firm reported strong earnings in the second quarter, with results improving 20%, bringing year-to-date…
Is Netflix's (NFLX) Long-Term Dominance Under Threat?
Sands Capital, an investment management company, released its 'Sands Capital Technology Innovators Fund' Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI…
Why Visa (V) Could Be a Major Winner in the AI Payments Boom
Brown Advisory, an investment management company, released its 'Brown Advisory Global Leaders Strategy' for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered…
Westpac turbocharges small caps as investors finally sour on banks
Hedge funds across the country no doubt cheered on Monday when Westpac earnings triggered a sector-wide sell-off after the big four lender reported a slump in mortgage applications since Labor's tax changes were announced in the May budget.
Meta's latest model advances Zuckerberg's vision for personal AI assistants
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are off to a mixed start to the week. The S & P 500 traded…
Sales Report: Data Shows Differences Between Quarterly vs. Semiannual
The MFA, a trade association representing hedge funds and private equity firms, is one of the groups opposed to the proposal and suggested the regulator instead “streamline disclosure obligations.” Trading firm Citadel said the plan…
Bitcoin's BIP-110 episode is free-market capitalism in purest form: Crypto Daily
Whether bitcoin works better as a store of value or a payments mechanism can be debated. But one of its core appeals, its radically free-market, permissionless design, is not. The BIP-110 saga put that design on full display. The Bitcoin…
Does Jamie Dimon Know Something That Wall Street Doesn't? He Just Sent the Market a Clear Warning Shot.
Jamie Dimon is one of the most respected CEOs on Wall Street. Not only does he currently run JPMorgan Chase, the country's largest bank by assets, but he's also successfully steered the company through the Great Recession and COVID-19 pandemic with…
Accel Entertainment: Chicago Gaming Could Unlock Significant Earnings Upside
Accel Entertainment is upgraded to BUY as Chicago gaming terminals may commence operations in August, offering significant incremental earnings potential. 2Q26 results exceeded expectations, with revenue up 10% yoy to $368m and adjusted EBITDA…
What Does John Roberts Want?
In March of 2025, after giving his annual address to Congress, President Donald Trump patted the shoulder of Chief Justice John Roberts, who had been sitting in the chamber, and was seen telling him, “Thank you again—won't…
Santoli: Stocks return to their winning ways. But was July's brief pain enough to satisfy the market gods?
SUBSCRIBE TO MIKE SANTOLI'S MARKET MEMO HERE The stock market's winning history – a hit rate of 100% over any past 20-year span - is well understood. But investors recognize – or need to – the genuine hazard in equities of…
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