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 circle hyped-up ASX stocks that make 'SpaceX look cheap'
Hedge funds are circling two of the buzziest stocks on the Australian sharemarket just as retail investors, who were largely responsible for pumping up their share prices, have come down with a case of the jitters. Depending on when an investor…
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…
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…
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…
Minotaur shorts Tesla, SpaceX as Hyperion bets $1b on Musk
Minotaur Capital is well known for its use of artificial intelligence agents to help the hedge fund navigate the fast-moving AI trade. And arguably the most important member of the team, at least in the last month, has been an agent they've called…
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…
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…
A 10pc squeeze puts the brakes on the ASX's surprising short
Carsales owner CAR Group gave hedge funds a timely kick in the pants on Monday. Its result didn't disappoint; its outlook was pretty much in line with forecast, and it all got pretty squeezy. The stock jumped 10 per cent from the get-go, and stayed…
There Is Nothing Moderate About the 'Third Way
The statements seem as belligerent as Pete Hegseth on a bad hair day. “We are preparing for the next war that is coming,” says Jonathan Cowan. Cowan is president of Third Way, described by The New York Times as a “leading…
Inside James Mawhinney's rinse and repeat with new missing millions
On May 25, lawyer Adrian Hawkes was visited by Elijah O'Dempsey, a 22-year-old from Bundaberg who had recently been discharged from the Australian Defence Force. O'Dempsey had deposited the majority of his $250,000 savings, which included a…
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