Stock‑picking Hedge Funds Achieve Best April Returns Since 1999
JUST IN: Stock picking hedge funds just posted their highest returns in April since 1999
Oil Funds Build Shorts Betting Hormuz Reopening Cuts Prices
Oil funds boost short positions anticipating re-opening of Strait Investors made few significant changes to their aggregate position across crude oil and refined fuels for the third week running as the ceasefire between the United States and Iran remained in place...
Buffett Lauds Medallion Fund’s 39% Decades‑long Returns
Warren Buffett acknowledging the success of the Medallion Fund: "Jim Simons' Medallion Fund has done 39% net of fees for three decades, which proves that it works". "They were very, very smart". "We are not trying to make money trading stocks. We don't...
Even the GOAT Falters: Druckenmiller’s Tech‑stock Misstep
(The GOAT) Stanley Druckenmiller, circa early 2000? When Stan couldnt take the pressure of rising tech stocks anymore. Went long and got destroyed, ultimately leaving Soros. Another lesson NOT learned...
Vol‑control Funds Buy $5.6B, Still $100B Under Cap
Vol-control funds are net buyers this week. $5.6B in buys on Friday alone. Still $100B below the cap.
Hedge Funds Beat Market Using Time Series Momentum
A 23-page research paper reveals the number 1 method Hedge Funds use to beat the market: Time Series Momentum This is how: 🧵
AI Threatens Microsoft’s Core Dominance, Hedge Fund Warns
One of the world’s top hedge funds just made a striking AI statement. Chris Hohn’s TCI sharply reduced its Microsoft position, warning that AI could eventually threaten parts of its core software dominance. That is the paradox of AI. Even today’s winners...
Bobby Jain Returns Capital Amid Hedge Fund Gazumping Surge
Back from leave. Broke the digital detox a couple of times. Worth it. Bobby Jain is returning external capital in one of the most consequential moments in hedge funds this year. Gazumping is accelerating and sparking even litigation: https://t.co/9xv87N71Io...
All Hedge Fund Algorithms Revealed in 151 Strategies
This paper unlocks every algorithm used by hedge funds. 151 trading strategies. Get it here (361 page PDF):
TCI Slashes Microsoft Holding to 1% over AI Worries
JUST IN: TCI cut its Microsoft stake to 1% of its portfolio over AI concerns.
Trader Duran Steinman Backs Out of Millennium, Joins Citadel
SCOOP: Hedge Fund Trader ‘Gazumps’ Millennium, Again. This time to Join Citadel. After agreeing for the second time to join Millennium, macro trader Pablo Duran Steinman has reneged once again. https://t.co/LpM1X8o12P
Tudor Jones Bets AI Stocks Will Rally Another Two Years
Paul Tudor Jones just said he bought more AI stocks and the AI bull market has “another year or two to run.” 🚀 https://t.co/vnZpuUTyq2
Even Renaissance's Edge Yields Only 50% Winning Trades
“For all the unique data, computer firepower, special talent, and trading and risk-management expertise Renaissance has gathered, the firm only profits on barely more than 50 percent of its trades, a sign of how challenging it is to try to...
Energy Loss Triggers Partial Tank Drain Update
(PREMIUM) "Tactical Update: May 5, 2026 - Losing Energy..." Emptying (some of) the tank- via The Lyons Share https://t.co/YN2guyRwrE https://t.co/7w0WHrePt0
Holding MU Would've Yielded 10x Gains, Pabrai Missed
A few years ago, $MU was Mohnish Pabrai's largest holding at 80% but sold it in 2Q23 Hindsight is 2020, but if he simply just did nothing and held, he would be up ~10x