Aberdeen Investments set to launch active fund of hedge funds... [more]Aberdeen Investments is preparing to launch "Hedge Fund Legends", an active fund of hedge funds built around a concentrated portfolio of established, highly regarded and often capacity-constrained managers. The strategy is designed to combine managers with durable investment skills and dis
It's not a winner-take-all stock market. This hedge-fund manager favors three underdogs.... [more]ValueWorks founder Charles Lemonides argues that investors can find better value in smaller competitors to dominant companies, highlighting Lyft, Instacart and Rivian. His roughly USD400m firm favors businesses where growth prospects and valuations can offer more upside than the market leaders they
Hedge funds can now backtest Kalshi prediction market prices through BMLL... [more]BMLL has added historical Kalshi order-book data to the datasets it provides to hedge funds, mapping the prediction-market records onto the same format it uses for CME Group event contracts. This allows quantitative managers to backtest models around events such as Federal Reserve decisions, CPI rel
Where America's richest billionaires live: These 5 states dominate Forbes 400 list... [more]Nearly two-thirds of the Forbes 400 - 249 of the 400 members - live in just five states, led by California with 85 billionaires, followed by New York with 54, Florida with 49, Texas with 43 and Illinois with 18. The minimum fortune required to enter the 2026 Forbes 400 rose to a record USD4.4bn, whi
Can Macau's new investment fund rules help protect investors?... [more]Macau's new Investment Funds Law creates a modern regulatory framework covering public and private funds, with tighter rules on fund managers, custodians, disclosures and investor protection. The regime also broadens the types of fund structures available and is intended to help Macau develop its as
Hunting for 100-baggers: How Toronto hedge fund manager finds stocks that could rise 100x in value... [more]EMJ Capital founder Eric Jackson looks for stocks capable of increasing 50-fold over five years, with the ultimate objective of finding "100-baggers" that rise 100 times from his initial purchase price. The Toronto hedge fund manager's high-conviction approach has focused on companies including Next
Billionaire who shorted Lehman now warns on homeownership... [more]Einhorn appeared in an episode of Morgan Stanley's "Break the Playbook" podcast in which he warned that younger generations are falling in homeownership or building wealth due to their own habits. "I sense the younger generation is just more impatient," Einhorn warned. "They'd rather, you know, spe
Hedge funds pull back on Treasury basis trade as spreads dry up... [more]Hedge funds are reducing positions in the heavily leveraged Treasury basis trade as the small pricing gaps between cash Treasuries and futures become less attractive. The strategy had grown to around USD1tn in leverage by mid-2026 and attracted managers including Millennium, Citadel, ExodusPoint and
Verition's head of fixed income Raiff departs hedge fund... [more]Jonathan Raiff has left Verition Fund Management, where he served as head of fixed income strategies overseeing areas including relative value, rates, macro, foreign exchange and structured products. Raiff joined Verition in 2022 after senior roles at Tower Research Capital and Menai Financial Group
Athens: Is Greece the new Dubai?... [more]Greece is attracting wealthy investors and hedge fund managers as Athens develops into a potential new financial hub, helped by tax incentives for affluent foreign residents and a lower cost base than established financial centers. Rokos Capital Management founder Chris Rokos is switching his reside
The fear of a terrifying exit tax will send more billionaires abroad... [more]Chris Rokos's decision to leave London for Athens is drawing attention because the hedge fund founder paid GBP330m in UK tax last year, making him Britain's third-highest taxpayer. The commentary argues that a possible UK exit tax could encourage more wealthy entrepreneurs and investors to leave, pa
Billionaire Sir Jim Ratcliffe insists he's 'lost confidence in UK' amid super-rich exodus... [more]Ineos founder Sir Jim Ratcliffe says he has "lost confidence" in the UK, arguing that high taxes and what he describes as a culture of envy toward wealth are encouraging wealthy people to leave. Ratcliffe, who has been a Monaco tax resident since 2020, cited hedge fund founder Chris Rokos's move to
Apollo set to take major stake in Yankees, making team most valuable in baseball... [more]The Yankees are nearing a deal that would eventually hand a whopping 16% stake in the venerable franchise to private equity giant Apollo Global Management. The Steinbrenner family would relinquish a "de minimis" slice of its controlling equity, finalizing a transaction that will give the famed franc
Divorce-battling John Overdeck buys $72m Palm Beach palace - and moves in with younger girlfriend... [more]Two Sigma co-founder John Overdeck has bought a USD72m waterfront mansion in Palm Beach while involved in a multibillion-dollar divorce dispute with his estranged wife Laura. Overdeck, whose fortune is estimated at roughly USD8bn, has moved into the 16,000-square-foot property with his girlfriend Ki
A hacked read-only API at Haruko just cost hedge funds real money... [more]London-based crypto infrastructure provider Haruko says hackers compromised its systems and accessed trading data belonging to 15 clients after extracting access tokens from process memory. Although the compromised API access was classified as read-only, some smaller hedge funds still suffered finan
European spy chiefs warn Moscow is planning more decisive action against Nato... [more]European intelligence officials are warning that Russia could intensify provocative activity against Nato countries, potentially involving drones, missiles, sabotage or a limited incursion. Baltic and Czech intelligence chiefs differ over how imminent such action may be, while officials say Russia's
Tokyo court blocks Toho's poison pill against 3D Investment... [more]A Tokyo District Court has blocked drug wholesaler Toho Holdings from implementing a poison-pill defense against Singapore activist investor 3D Investment Partners, which wants to increase its stake from around 24% to 27%. Toho's proposed warrants would have diluted 3D's holdings, but the ruling rai
And, finally: I Scream, You Scream: Stress relief in SFO... [more]From Newsoftheweird: About 100 people gathered at Ocean Beach in San Francisco on Saturday, Sept. 12 to scream at the ocean, SF Gate reported. The event included a round of competitive screaming, with the winning yell clocking a whopping 121.9 decibels, just shy of the 129-decibel record held by a w
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.
RSS
Matthias Knab, Opalesque for New Managers: On July 9th, participants from 28 countries joined Opalesque's "Kant & Capital" webinar - not for a lecture, but for a workshop. The premise: after sixty years of labels - SRI, triple bottom line, ESG, impact - each of which fell short of its promise, i..
