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.

zerohedge.com - Tyler Durden - 'Worse Under The Hood': Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks
'Worse Under The Hood': Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks
Zero Hedge

With the US national average for gasoline above the politically sensitive $4-per-gallon level and the University of Michigan Consumer Sentiment Index signaling waning household confidence as summer enters its final innings, pressure is building…

theglobeandmail.com - Kevin Yin - Opinion: Bond market unease poses greatest risk for next financial crisis
Opinion: Bond market unease poses greatest risk for next financial crisis
The Globe and Mail

Please log in to bookmark this story. Create Free Account Kevin Yin is a contributing columnist for The Globe and Mail and an economics doctoral student at the University of California, Berkeley. On Tuesday, bond yields rose across the developed…

yahoo.com - By Dhara Ranasinghe and Harry Robertson - Explainer-What's behind the selloff in world bond markets?
Explainer-What's behind the selloff in world bond markets?
Yahoo!

By Dhara Ranasinghe and Harry Robertson LONDON, Sept 1 (Reuters) - Government borrowing costs from the United States to Germany and Japan are at or near multi-decade peaks on heightened worries about inflation and rising interest rates, along with…

yahoo.com - Attiya Zainib - JBT Marel (JBTM): A Food Processing Equipment Stock With Consistent Growth
JBT Marel (JBTM): A Food Processing Equipment Stock With Consistent Growth
Yahoo!

Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…

yahoo.com - Attiya Zainib - Why ePlus (PLUS) Could Benefit From Rising Corporate IT Spending
Why ePlus (PLUS) Could Benefit From Rising Corporate IT Spending
Yahoo!

Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…

yahoo.com - Attiya Zainib - Qorvo (QRVO) Agreed to Be Acquired by Skyworks
Qorvo (QRVO) Agreed to Be Acquired by Skyworks
Yahoo!

Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…

yahoo.com - Soumya Eswaran - Hennessy Equity and Income Fund Sold Equitable Holdings (EQH) Position Amid Inconsistent Earnings
Hennessy Equity and Income Fund Sold Equitable Holdings (EQH) Position Amid Inconsistent Earnings
Yahoo!

Hennessy Fund's Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic…

yahoo.com - Soumya Eswaran - Elevance Health (ELV) Soars as Investors Gain Confidence in Profitability
Elevance Health (ELV) Soars as Investors Gain Confidence in Profitability
Yahoo!

First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for 'First Eagle Global Fund'. The letter can be downloaded here. Easing tensions in the Middle East led to a strong rally in risk markets in…

cnbc.com - Matt Peterson - Bessent touts bond market as 10-year Treasury yield spikes
Bessent touts bond market as 10-year Treasury yield spikes
CNBC

Treasury Secretary Scott Bessent boasted that the U.S. bond market has outperformed the rest of the world since President Donald Trump's return to office. The comments at a G20 gathering in North Carolina came as U.S. 10-year Treasury yields rose…

seekingalpha.com - Sorrento Research - DHI Group: Improving Tech Hiring Market Drives Growth (NYSE:DHX)
DHI Group: Improving Tech Hiring Market Drives Growth (NYSE:DHX)
Seeking Alpha

DHI Group is rated BUY, driven by accelerating EBITDA growth from its high-margin ClearanceJobs segment. CJ now comprises nearly half of total revenue and 59% of EBITDA, offsetting Dice's ongoing weakness. Improving tech job market, surging…

businessinsider.com - Joe Ciolli - Wall Street's momentum trade is unraveling as chip stocks slide and biotech makes a comeback
Wall Street's momentum trade is unraveling as chip stocks slide and biotech makes a comeback
Business Insider

For the past couple of years, investors have been able to simply buy stocks that are already rising and make out like bandits. The market isn't supposed to work like that. Valuations have historically kept runaway gainers in check. But the advent…

seekingalpha.com - Sorrento Research - Citizens Financial Stock: Diversified Growth Supports Q2 2026 Earnings (NYSE:CFG)
Citizens Financial Stock: Diversified Growth Supports Q2 2026 Earnings (NYSE:CFG)
Seeking Alpha

Citizens Financial Group is rated BUY, targeting a 16–18% ROTCE, with 2Q26 ROTCE at 13.9%. CFG delivered robust 2Q26 results: 14% net interest income growth, 35% net income growth, and strong capital markets and private banking momentum. CFG…

businessinsider.com - Jordan Hart - Burning Man showed Sam Altman what the future could be. Here are the famous CEOs and billionaires who have attended.
Burning Man showed Sam Altman what the future could be. Here are the famous CEOs and billionaires who have attended.
Business Insider

Not only has Elon Musk made more than one pilgrimage to Black Rock City, but he's also gone on the record touting the annual festival as an integral part of Silicon Valley culture. 'If you haven't been, you just don't get it,' the Tesla CEO told…

insidehighered.com - Kathy Johnson Bowles - The Ticks and Leeches of Higher Education
The Ticks and Leeches of Higher Education
Inside Higher Ed | Higher Education News, Events and Jobs

Student loan lenders, investment firms and banks feed off higher education and its students, much like ticks and leeches who feed on the blood of other animals—slowly infecting and weakening the body. These industries act as an extraction…

seekingalpha.com - Sorrento Research - Planet Fitness: Membership Growth Is Muted (NYSE:PLNT)
Planet Fitness: Membership Growth Is Muted (NYSE:PLNT)
Seeking Alpha

Planet Fitness, Inc. is rated HOLD after a 51% YTD share price decline, trading in line with peers amid lackluster membership growth. Planet Fitness is temporarily reducing Classic Membership pricing and refocusing advertising to target casual gym…

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