Meet the "Nostradamus of AI" who built a USD 20bn hedge fund before turning 25... [more]A profile of Leopold Aschenbrenner explores how the AI researcher and investor built one of the fastest-growing hedge funds in history. The article highlights his early predictions about artificial intelligence and the investment strategy behind the fund's success.
Dan Loeb says USD 5 trillion Nvidia is still undervalued... [more]Third Point founder Dan Loeb argues that Nvidia's growth prospects continue to justify higher valuations despite its massive market capitalization. He points to AI infrastructure spending and Nvidia's dominant competitive position as key drivers.
Why Ken Griffin says AI left him depressed... [more]A senior Wall Street executive discusses his reaction to the rapid progress of artificial intelligence and its implications for work, society and the future of finance. The article examines both the opportunities and anxieties created by AI's accelerating capabilities.
The great gold myth: Why the precious metal isn't the war hedge we're told it is... [more]The article challenges the common assumption that gold consistently performs well during periods of geopolitical conflict. Historical evidence suggests gold's relationship with wars and crises is often more complex than investors believe.
The bond market warning signal many investors are missing... [more]Investors may be overlooking important signals emerging from bond markets that could point to changing economic conditions. The article examines what fixed-income markets are indicating about growth, inflation and financial stability risks.
Hedge funds increased equity buying before sharp U.S. market selloff... [more]Hedge funds reportedly increased purchases of US equities shortly before a significant market decline. The timing highlights the challenges of positioning around rapidly changing market conditions and investor sentiment.
How banks are using SpaceX to woo the superrich... [more]Major banks and wealth managers are preparing for unprecedented investor demand surrounding a potential SpaceX public offering. The article examines how financial institutions are positioning themselves to serve clients seeking access to the deal.
ILS talent war hits $1m as hedge funds chase weather experts... [more]Hedge funds and trading firms are increasingly competing for meteorologists and climate specialists whose expertise can provide an edge in commodities, energy and insurance markets. Compensation packages for top talent have reportedly climbed dramatically.
If you want a job at a hedge fund, these are the recruiters to know... [more]The article examines what makes an effective recruiter in the hedge fund industry and how firms identify talent in an increasingly competitive market. Recruiting has become a critical strategic function as firms battle for portfolio managers and analysts.
FTX founder Sam Bankman-Fried asks Trump for pardon... [more]Sam Bankman-Fried is reportedly seeking a presidential pardon following his conviction related to the collapse of FTX. The effort represents a new chapter in one of the most significant fraud cases in cryptocurrency history.
Hedge fund titan asks record price for luxury property... [more]A prominent hedge fund manager has listed a luxury property at a record asking price. The offering highlights continued strength in the ultra-high-end real estate market despite broader economic uncertainty.
And, finally: That's not a reason... [more]From Newsoftheweird: Over in the Poconos, 31-year-old Saif Kaleem faces charges of criminal mischief, disorderly conduct and trespassing after vandalizing a pickleball court. According to NBC 10 in Philadelphia, surveillance video from May 12 and May 14 shows an individual on crutches entering the p
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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Matthias Knab, Opalesque for New Managers: When BlackRock's Spring 2026 Hedge Fund Outlook landed, much of the commentary focused on its bullish stance toward hedge funds - the rising dispersion, the M&A acceleration, the macro opportunities. But the most important warning in the report has rece..
