SEC strips 38 phantom advisers from its own database after filing fraud... [more]Matthias Knab, Opalesque for New Managers: The SEC's Office of Investor Education and Assistance has issued an investor alert warning that fraudsters are exploiting a structural quirk of the U.S. adviser regi
Hedgeye brings its risk management discipline to bitcoin with new active ETF... [more]Matthias Knab, Opalesque: Hedgeye Asset Management (HAM), a subsidiary of Hedgeye Risk Management, has launched the Hedgeye Hedged Bitcoin ETF (NYSE: HBIT), an actively managed fund aimed at investors who want bitcoin exposure without the full amplitude of the asset's price swings.
The
Goldman Sachs' non-AI S&P 500 index outperforms regular index since June... [more]Goldman Sachs' S&P 500 ex-AI index, SPXXAI, has outperformed the regular S&P 500 since late June as investors rotate toward sectors with little AI exposure, including biotech, regional banks and consumer entertainment. Launched in February with S&P Dow Jones Indices, the index excludes AI-enabling c
Why Scott Bessent's $4 billion bond gamble is spooking Asia... [more]Treasury Secretary Scott Bessent's decision to deploy long-term Treasury buybacks of at least $4 billion is raising concerns in Asia that suppressing US yields without addressing underlying fiscal problems could weaken the dollar. Japan holds more than $1.1 trillion of US government debt, while a do
Marshall Wace joins hedge fund peers in planning Japan office... [more]Marshall Wace plans to open a Tokyo office next year, joining global hedge funds expanding their on-the-ground presence in Japan. The $90 billion UK manager's office is expected to initially be small and house investment staff, potentially opening in the second half of 2027 pending regulatory approv
Ex-Citadel partner's new $1bn London hedge fund got off to a flying start... [more]Gilberto Marcheggiano's Agave Capital Management, which launched in July 2025 with $1 billion, generated GBP21 million in investment management and performance fees through the end of 2025. The London macro hedge fund employed an average of 20 people during the reporting period and paid GBP5.8 m
How DeepSeek founder's quant empire is taking on China's choppy IPO boom... [more]High-Flyer Quant, the hedge fund founded by DeepSeek's Liang Wenfeng, has secured pre-IPO allocations in some of China's hottest semiconductor and robotics listings. High-Flyer affiliates obtained about $26 million of pre-IPO shares in memory-chip maker CXMT and $5.8 million in Unitree Robotics, whi
Korea Investment Corp reopens search for chief investment officer... [more]South Korea's $243.2 billion sovereign wealth fund has reopened its search for a CIO less than two months after its previous selection process ended without an appointment. Applications opened on Aug. 24 and close Sept. 7 for the three-year role overseeing global equities, fixed income and alternati
Hedge fund Armistice sues drugmaker, insiders for stock dilution... [more]Armistice Capital Master Fund has sued drug developer CervoMed and two insiders, alleging they violated a $5 million stock-sale agreement by conducting another offering that diluted the value of Armistice's investment. The hedge fund says the June transactions caused it millions of dollars in damage
State lawmakers pass bills to punish unethical lawyers, limit hedge funds that influence cases... [more]California lawmakers have sent Gov. Gavin Newsom two bills aimed at unethical lawyers and the influence of private investors financing lawsuits. The measures would increase penalties for illegal client solicitation and bar lawyers from prioritizing the wishes of hedge funds and other litigation fund
Goldman Sachs rehires senior trader Simon Costello after Balyasny stint... [more]Goldman Sachs has rehired Simon Costello as an executive director and senior FX options trader in London after he spent several months as an associate portfolio manager at Balyasny Asset Management. Costello previously worked at Goldman for more than eight years and specializes in G10 FX options, in
And, finally: FL man continues investment fraud from jail... [more]A Boca Raton couple who ran a $50 million investment fraud scheme from behind bars will spend years in federal prison, prosecutors said.
Jean Joseph, 55, also known as "Jon," was sentenced to 240 months in prison after pleading guilty to wire fraud, according to the U.S. Attorney's Office for th
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: 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..
