SEC and CFTC launch joint "Project Crypto" initiative... [more]Matthias Knab, Opalesque for New Managers: SEC Chairman Paul Atkins and CFTC Chairman Mike Selig unveiled Project Crypto on January 29, marking a significant departure from decades of regulatory fragmentation betwee
S&P 500 near record highs as investors eye rate outlook... [more]US equities climbed toward fresh records as investors weighed economic data and the trajectory of interest rates. Analysts say optimism around corporate earnings and resilient consumer spending continues to support risk assets despite lingering macro uncertainty.
Tether is buying up to USD 1 billion of gold per month and storing it in a James Bond bunker... [more]Stablecoin giant Tether is reportedly accumulating massive gold reserves, purchasing as much as USD 1 billion monthly and storing it in a high-security vault. The move reflects a broader strategy to diversify reserves and reinforce confidence in digital asset backing.
US cyber defense chief accidentally uploaded secret government info to ChatGPT... [more]A senior US cyber official mistakenly uploaded classified information to ChatGPT, raising renewed concerns about data security and AI governance. The incident highlights the tension between rapid AI adoption and the need for strict operational safeguards in government.
Protean Select gets Nordic hedge fund award... [more]Protean Select has been recognized as RETS Hedgefond by Sweden's Privata Affarer, highlighting the fund's performance and positioning within the Nordic hedge fund landscape. The award underscores growing investor interest in specialized strategies that have navigated volatile markets with consistenc
Hedge fund investors renew China appetite as US interest wanes... [more]Global allocators are showing renewed interest in China-focused hedge funds as enthusiasm for US strategies cools. Managers report increased inquiries tied to valuation gaps and expectations of policy-driven recovery.
Can Milan compete for hedge fund talent... [more]Milan is positioning itself as a new European hedge fund hub, leveraging tax incentives and lifestyle appeal to attract portfolio managers. Industry observers say the city faces stiff competition from London but is gaining momentum.
TrueShares adds Dynamic Hedge Recovery ETF... [more]TrueShares has launched a new ETF aimed at capturing rebound opportunities following market drawdowns. The strategy blends active management with tactical hedging to appeal to investors seeking downside protection.
Thin IPO calendar hedge funds are zeroing in on biopharma... [more]With IPO activity muted, hedge funds are concentrating capital in biopharma companies with late-stage pipelines. Specialists see asymmetric upside in clinical catalysts despite sector volatility.
The hedge fund I work for treats non PMs like disposable assets... [more]An anonymous industry insider describes harsh internal dynamics at a hedge fund where non-portfolio staff feel undervalued. The account sheds light on cultural tensions inside performance-driven firms.
How Iran Supreme Leader Khamenei's son built a global property empire... [more]A Bloomberg investigation details how networks tied to Iran's leadership accumulated vast international real estate holdings. The report traces opaque financial structures and cross-border investments that helped build a discreet property empire.
Court sides with psychedelic biotech over hedge fund... [more]A court ruling favored a psychedelic biotech company in a dispute with a hedge fund investor. The decision may influence how activist strategies interact with emerging biotech governance.
Quant researcher salaries revealed at 30 hedge funds... [more]A new compensation survey reveals pay ranges for quantitative researchers across leading hedge funds. The data highlights intense competition for technical talent and rising bonus structures.
Saba doubles Henderson Companies stake activist continues... [more]Activist investor Saba Capital increased its position in Henderson-related entities, intensifying pressure on management. The move extends an ongoing campaign around governance and capital allocation.
And, finally: That's a real tree hugger!... [more]A Kenyan environmental activist broke a Guinness World Record by keeping her arms wrapped around the trunk of a tree for 72 consecutive hours.
Truphena Muthoni, 22, earned the title for the longest marathon hugging a tree when she surpassed the previous record of 50 hours, 2 minutes and 28 second
In an era of deepfakes, phantom fortunes, and narrative warfare, the challenge of distinguishing reality from illusion has never been more acute. For those stewarding generational wealth, the stakes are existential. This 11th edition of Horizons delves into the critical quest for clarity, offering a toolkit to navigate a world rife with deception and to build a foundation of verifiable trust.
Our journey begins with a chilling investigation into
Opalesque has been publishing Technical Research (chart analysis) since April 2006. Opalesque Technical Research offers technical chart analysis with a global perspective on all major markets, including Equity Indices, Fixed Income, Currencies, and Commodities.
Opalesque Technical Research is unique compared to most available research which is fundamental in nature, and not technically (chart) oriented. In addition, most current available research is mainly equity based, and not global in nature.
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By Tom Dalrymple, investment analyst at UK-based Aubrey Capital Management.
2025 was a tale of two halves for the Aubrey Global Conviction Fund. Broader market performance in the first half favoured our highly active approach. However, the second half delivered the exact opposite.
Digging deeper, ..
