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.
Chinese Hedge Funds Warn the AI 'Super Bubble' Is Ready to Burst
Two of China's best-known hedge fund managers are warning that the artificial intelligence boom in global stock markets has become an unsustainable bubble. Wealspring Asset, whose founder Yang Dong is well-known in China for calling the top in…
Hedge Fund Eyes Crop Disruption as Super El Niño Looms
Investors are mis-pricing the risk of a super El Niño disrupting and eventually reshaping global food supply chains — and, where there's a mismatch, there's money to be made. Today's newsletter brings you an exclusive interview with a…
What Makes Powell Industries (POWL) a Strong Investment?
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the 'Carillon Eagle Small Cap Growth Fund'. A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the…
Wendy's is the market's latest short squeeze. JPMorgan flags 3 other stocks that could be next.
It's official. Wendy's stock is the newest short-squeeze. Retail traders piled into shares of the burger chain on Wednesday, catalyzing a 25% gain that extended by another 9% on Thursday. According to data from Vanda Research, which tracks retail…
Genius Sports Limited (GENI) Sold Off Due to Market's Skepticism
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the 'Carillon Eagle Small Cap Growth Fund'. A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the…
Wall Street analyst predicts massive IPOs like SpaceX could trigger 40% market dip and send stocks crashing to Earth
There's a theory circulating on Wall Street that a 40% market crash is casting a long shadow over the initial public offering (IPO) pipeline, and that the SpaceX and OpenAI IPOs are largely responsible. The crash call comes from Mark Hulbert, a…
Three Ways In Which Greenspan Changed Forever The Way Markets Work
The Maestro died this week at 100. Mainstream obituaries portray Alan Greenspan in the mode of a “tragic hero” with a distinctly mixed legacy. “Alan Greenspan, Fed Chairman Through Prosperity and Crisis. The pre-eminent…
Private Credit Fund Stress Rises as PIK Loans Swell
This article is for subscribers only. Welcome to Going Private, I'm Sinead Cruise and this is Bloomberg's twice-weekly newsletter about private markets and the forces moving capital away from the public eye. Today, we look at one UK private equity…
Tiptree Stock: A Discounted Book-Value Thesis (NASDAQ:TIPT)
I am a public markets investor and analyst with a strong interest in deep value stocks, special situations, and event-driven opportunities. My focus is on finding companies where the market may be missing something important, whether because of…
Here's Why Valaris (VAL) Surged in Q1
Antipodes Partners published its 'Antipodes Global Strategy' first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of…
TotalEnergies (TTE) Benefited from Volatile Energy Price Movement
Antipodes Partners published its 'Antipodes Global Strategy' first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of…
Antipodes Global Fund Exited Westlake Corporation (WLK) Due to Weak Demand and Restructuring Concerns
Antipodes Partners published its 'Antipodes Global Strategy' first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of…
Keysight Technologies (KEYS) Rallied on Earnings Beat and Improved Outlook
Antipodes Partners published its 'Antipodes Global Strategy' first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of…
Does AppFolio (APPF) Have Affordable Edge Against AI Fears?
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the 'Carillon Eagle Small Cap Growth Fund'. A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the…
Solstice Advanced Materials (SOLS) is Establishing a Standalone Position Post Spin-off
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the 'Carillon Eagle Small Cap Growth Fund'. A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the…
Receive a Daily briefing on Hedge Fund Industry News
Get Started