Hedge funds: What does the research say?... [more]Index Fund Advisors founder Mark Hebner reviews the evidence on hedge funds and finds that for the 15 years to June 2023, the HFR Fund-Weighted Composite returned 4.0% a year net of fees, against 4.5% for a simple 52/48 blend of stocks and T-bills. Research cited by Richard Ennis puts the effective
Fundstrat's Tom Lee predicts 15-20% tech rally after Democratic midterm sweep... [more]Fundstrat's Tom Lee told CNBC that tech stocks could rally at least 15% and possibly 20% as hedge funds rebuild exposure after the Democrats' midterm sweep, calling the selloff in data center operators such as IREN, Hut 8, Applied Digital and Core Scientific an overreaction. Lee estimates that techn
What the Democratic midterm sweep could mean for markets... [more]Morgan Stanley's Ariana Salvatore says Democratic control of both chambers of Congress could see parts of the roughly $900bn in Medicaid and $200bn in SNAP cuts delayed or reversed, and effectively rules out a Republican-led budget reconciliation bill in January, though deficits are still expected t
High debt, rise of non-banks risk tying ECB's hands, Schnabel says... [more]ECB board member Isabel Schnabel warned that rising public debt and the rapid growth of non-bank finance, including potentially highly leveraged hedge funds, could limit the ECB's ability to set appropriate monetary policy, as faster rate transmission may force leveraged investors to sell bonds when
Columbia endowment grows to $17.9 billion, trailing Ivy League peers... [more]Columbia's endowment grew to $17.9 billion, with a return of 18.3 percent marking its strongest annual yield since 2021, according to financial statements.The University's total operating surplus more than doubled to $259.2 million as it enacted cost-cutting measures in the face of federal research
The most impressive 30-year-old hedge fund manager in New York is a Cambridge graduate... [more]Business Insider has released a list of Rising Stars of Wall Street. It does not contain the now infamous figure of 24-year-old Leopold Aschenbrenner, high-cheeked founder of Situational Awareness, the hedge fund that lost $35bn in July. It does contain at least five young portfolio managers, and at
Singapore bank DBS weighs hedge fund prime brokerage as trading income plunges 65%... [more]DBS Group CEO Tan Su Shan said the Singapore lender is considering entering prime brokerage for hedge funds and other institutional investors, noting that "in Asia we have all the building blocks and we may put it together," although no structure has been chosen. The move comes as markets trading in
And, finally: We now have Guiness Records for dogs... [more]From UPI: A Missouri dog trainer's clever canine earned a Guinness World Record for her ability to manipulate clothes pins with her mouth. Java, a 5-year-old black Labrador belonging to Lisa Rickards, 46, earned the record for the most clothes pegs put on a washing line by a dog in one minute.
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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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