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.
Hedge Funds Turn Bullish on Wheat for First Time in Four Years
Hedge funds have turned net bullish on wheat for the first time in nearly four years, betting on higher prices driven by dry weather in the US and a shortage of fertilizer and fuel arising from the war in the Middle East. Long positions on Chicago…
Rising Rupee Hedging Costs May Further Dim India's Appeal to Global Funds
This article is for subscribers only. I'm Alex Gabriel Simon in Mumbai, with a check on market mood at the start of what looks set to be another volatile week. Traders remain cautious as the Middle East conflict shows little signs of easing. US…
Gold may reverse course once Iran war ends, Fed adopts policy easing
Gold is likely to stabilise and resume its record-setting uptrend once Middle East tensions recede and new leadership at the US Federal Reserve adopts a policy of monetary easing, according to global financial institutions. The yellow metal would…
GVIP: Strategy Lag To Constrain Upside Capture, Increase Downside This Year
GVIP is a passively managed vehicle offering exposure to about 50 hedge-fund darlings selected quarterly using Form 13F filings. I anticipate GVIP to underperform IVV this year owing to its strategy lag resulting from the 13F filings release…
The Wall Street Dealmaker Charged With Solving Paul Weiss's Identity Crisis
When Paul Weiss leadership voted out its longtime chair, Brad Karp, it fell to the man he had wooed to the law firm years ago over dinners at Midtown Manhattan's swanky Le Bernardin to deliver the news—and reveal he was Karp's replacement.
Live Nation's Predatory Grift
The curtain ripped open recently, and the backstage view was uglier than a 3:00 AM load-out. Internal Slack messages from Live Nation executives surfaced in federal court filings, with a regional ticketing director reportedly calling fans…
The Guardian view on Japan's hidden century: cheap money, global risk | Editorial
In 2015, Clyde Prestowitz's book Japan Restored imagined a Japanese century emerging from upheavals such as an Israeli attack on Iran. While conflict now grips the Middle East, there are few indications of the revolutionary change the former US…
Opinion | I Give Up on These Defeatists
I can't stand all the defeatism. After a few short weeks, multiple New York Times columnists used the word “quagmire” to describe Iran. Really? No navy, few launchers, dwindling missiles and drones, plus nukes under rubble, yet the…
Zohran Mamdani and the business exodus? New York's office real estate market is up under new mayor
Reports last week that Apollo Global Management was planning to open a second headquarters in Florida or Texas renewed talk about a business exodus from New York City due to the new mayor Zohran Mamdani's tax policies. Expansion to southern states…
Bitcoin ticks up even as Trump's Iran war threats cloud markets
Bitcoin rose in early Asia trading on April 6 while investors grappled with fresh threats from President Donald Trump about attacking Iranian infrastructure. The original cryptocurrency was up as much as 2.8 per cent, trading around US$69,200…
Experts Warn 2008 Financial Crisis Risks As Private Credit Markets Fracture
US banks are facing renewed scrutiny as their increased exposure to the private credit market comes into the limelight. With investors being prevented from withdrawing from the major financial funds, analysts are drawing a parallel between the…
Billionaire Stanley Druckenmiller Sells Sandisk Stock and Buys an AI Stock Wall Street Says Is Deeply Undervalued
Billionaire Stanley Druckenmiller ran Duquesne Capital Management between 1981 and 2010. The hedge fund returned about 30% annually without a single down year during that period. Today, Druckenmiller only manages his own money through Duquesne…
Wall Street Zen Upgrades Lsb Industries (NYSE:LXU) to Strong-Buy
Lsb Industries (NYSE:LXU - Get Free Report) was upgraded by analysts at Wall Street Zen from a 'buy' rating to a 'strong-buy' rating in a report issued on Monday. Several other analysts have also issued reports on LXU. Jefferies Financial Group…
First Foundation Inc. (NYSE:FFWM) Given Consensus Rating of 'Moderate Buy' by Brokerages
Shares of First Foundation Inc. (NYSE:FFWM - Get Free Report) have been assigned an average recommendation of 'Moderate Buy' from the six analysts that are currently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a…
Escalade (NASDAQ:ESCA) Downgraded to 'Buy' Rating by Wall Street Zen
Escalade (NASDAQ:ESCA - Get Free Report) was downgraded by stock analysts at Wall Street Zen from a 'strong-buy' rating to a 'buy' rating in a report released on Monday. A number of other research firms also recently issued reports on ESCA. Weiss…
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