CFTC sues Minnesota to block State law directed at prediction markets... [more]Matthias Knab, Opalesque: The Commodity Futures Trading Commission filed a lawsuit against Minnesota to block a new state law, signed by Governor Tim Walz, that would make operating or assisting in the operation of a prediction market a criminal felony. The CFTC is seeking a preliminary injuncti
Texas Permanent School Fund expands private credit buildout... [more]The Texas Permanent School Fund continues increasing its exposure to private credit as institutional investors seek higher yields and diversification beyond traditional fixed income. Large allocators increasingly view private credit as a core allocation rather than a niche strategy.
Donald Trump and sons granted 'forever' immunity from existing tax audits... [more]US tax authorities will be barred from pursuing claims against Donald Trump, his eldest sons and the Trump Organization under an agreement to halt the president's $10bn lawsuit against the Internal Revenue Service. The pledge by the Department of Justice on Tuesday came a day after Trump agreed to
Trump administration move faces criticism as "patently unlawful"... [more]Legal experts and critics questioned the legitimacy of a Trump administration initiative, arguing that the action exceeded established legal boundaries. The dispute illustrates ongoing tensions around executive authority and policy implementation.
Aschenbrenner's "picks and shovels" strategy targets AI infrastructure... [more]Investor James Aschenbrenner has focused on "picks and shovels" opportunities supporting AI growth rather than betting solely on end-user applications. The approach emphasizes semiconductors, networking equipment and infrastructure providers expected to benefit from continued AI spending.
Blackstone and Google joint venture funds data center expansion... [more]Blackstone and Google are backing investments linked to data center infrastructure as AI-related computing demand continues accelerating. Data centers remain one of the most heavily targeted investment themes as technology companies require additional capacity.
Transparent private markets would avoid the Anthropic shares shock... [more]Questions surrounding valuation transparency in private markets have intensified after large pricing swings in private company holdings. Supporters of greater transparency argue that more efficient price discovery could reduce surprises and improve investor confidence.
Once Russia's largest Western investor, VR Capital refocuses on Ukraine... [more]VR Capital has reportedly shifted attention toward opportunities in Ukraine after previously being heavily invested in Russia. The move reflects changing geopolitical realities and investor interest in reconstruction and distressed opportunities.
Macro hedge fund Caxton opens India office... [more]Caxton Associates has expanded into India, highlighting growing interest among global investment firms in the country's markets and economic growth story. International firms increasingly view India as a major source of talent and investment opportunities.
Boaz Weinstein's hedge fund takes aim at Impax's difficult run... [more]Boaz Weinstein's fund is reportedly targeting Impax following a period of weak performance and investor pressure. Activist and event-driven investors continue seeking opportunities where market dislocations may create potential upside.
Hedge fund analyst sues boss over workplace dispute... [more]A hedge fund analyst initiated legal action against a supervisor, adding to discussions around workplace culture and treatment within investment firms. The case highlights the pressures and legal risks surrounding employment relationships in high-intensity environments.
China's DeepSeek sparks new venture capital interest in AI... [more]DeepSeek is drawing significant attention from investors as China's AI ecosystem continues evolving. Venture capital firms are increasingly searching for opportunities that could emerge as regional alternatives to leading Western AI companies.
Union Investment exec warns stablecoin reserves resemble speculative hedge funds... [more]Speaking at the London Digital Money Summit 2026, Christoph Hock, Head of Digital Assets and Tokenization at Union Investment, argued that the reserve portfolios backing Tether's USDT and Circle's USDC are structured more like investment funds than simple cash equivalents. Hock noted that Tether, in
And, finally: Years in the Making... [more]From Newsoftheweird: After decades of playing the same numbers, Stephen Huesgen, 56, of Fraser, Michigan, finally struck it rich. UPI reported on May 13 that Huesgen won the $1 million prize in the April 22 drawing using numbers he received from, of all places, a Zoltar fortunetelling machine.
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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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By Jay R. Feuerstein, founder & CEO of Gnomon Alpha LLC.
In the mid-1980s, noted economist Edward Yardeni coined the name "Bond Vigilantes" for aggressive bond market sellers who drove interest rates higher whenever they determined government spending was irresponsible. In fact, they were among t..
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..
