On April 23, Stephen Parker, JPMorgan Private Bank co-head of global investment strategy, joined 'Squawk Box' on CNBC to express that investors should have a normal level of risk...
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April 25 - Hedge Funds, News
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
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April 24 - Hedge Fund Investor Letters, News
While tariffs from the US government disrupted international trade, they also led to uncertainty and turbulence in financial markets, with the S&P 500 closing below 5,000 points...
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April 21 - Hedge Funds, News
The US stock market experienced a turbulent first quarter of 2025, marked by increased volatility and negative returns across the major indices.
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April 18 - Hedge Funds, News
Trade policies and tariffs have dominated the stock market since the beginning of April, resulting in volatility and uncertainty.
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April 17 - Hedge Funds, Industries, News
David Alan Tepper, born on September 11, 1957, is an American billionaire hedge fund manager, businessman, and sports team owner.
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April 17 - Hedge Funds, News
On April 15, Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, joined 'Closing Bell Overtime' on CNBC to discuss how investors should avoid knee-jerk reactions...
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April 16 - Hedge Funds, News
Grand View Research reported that the global machine-learning market was valued at $36.73 billion in 2022. It's now expected to grow at a 34.8% CAGR from 2023 to 2030.
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April 14 - Hedge Funds, News, Tech
British bank Barclays maintained its bullish stance on Chinese tech giant Alibaba (BABA) today, while CNBC commentator and professional investor Steve Weiss reported that he had...
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April 14 - Market Movers, News
While increasing tariffs and a hard sell-off have resulted in uncertainty, Neuberger Berman, an investment manager, expects that negotiations can bring some relief to initial ...
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April 14 - Hedge Funds, News
On March 26, Jack Caffrey of JPMorgan Asset Management provided an analysis of market trends in a discussion on CNBC's 'Squawk Box'.
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April 11 - Hedge Funds, News
Digital payment stocks are companies that specialize in designing, developing, or administering digital payment solutions.
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April 10 - Hedge Funds, News
Think Investments is an investment firm based in San Francisco, with additional offices in Singapore and India.
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April 4 - Hedge Funds, News
On Tuesday, April 1st, the host of Mad Money opened the show by focusing on President Trump’s tariffs and the economic risks ahead of ‘Liberation Day’.
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April 4 - Hedge Funds, News
NVDA "hasn't been acting well since (its) earnings," explained Jackson, adding that he is not impressed by the name's charts.
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April 2 - Market Movers, News
As xAI’s Grok became the top app on the Google Play Store, its owner, Elon Musk, revealed a major development at his AI startup.
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March 31 - Hedge Funds, Industries, News, Tech
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented that President Trump might be lenient towards major American companies when it came to tariffs.
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March 31 - News
The current economic conditions with elevated interest rates have made debt-free stocks increasingly valuable to investors.
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March 31 - Hedge Funds, News
Emerging markets stocks are shares of companies based in developing countries – think Brazil, India, China, or South Africa – that are rapidly industrializing and growing ...
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March 30 - Hedge Funds, News
The global economy demonstrated resilience in 2024, maintaining a steady annualized growth rate of 3.2% in the latter half of the year.
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March 30 - Hedge Funds, News
Coming off 2 years of healthy broader market performance (~26% total return in 2023, ~25% in 2024), the US Bank Wealth Management believes that the S&P 500 valuations kicked ...
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March 30 - Hedge Funds, News
Buy "everything" related to China has been David Tepper's investment theme despite the uncertainties about the economy amid a trade spat with the US.
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March 28 - Hedge Funds, News
Despite AI's potential to transform our lives for the better, security threats associated with the technology continue to make headlines.
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March 27 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) has been termed humanity’s most significant invention in recent years.
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March 27 - Hedge Funds, Industries, News, Tech
American Depositary Receipts (ADR) are US-listed securities that represent shares in foreign companies, allowing American investors to gain exposure to international equities ...
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March 27 - Hedge Funds, News
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
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March 27 - Hedge Fund Investor Letters, News
In this article, we will take a look at 13 stocks that Jim Cramer discussed 12 months ago during his show on April 2, 2024, and examine whether he was right or wrong about those...
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March 26 - Hedge Funds, News
On Tuesday, Jim Cramer, host of Mad Money, defended the growing wave of artificial intelligence investment, drawing a distinct line between this boom and previous capital expenditure...
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March 26 - Hedge Funds, News
According to a Reuters report posted on March 25, Chinese AI firms have made significant progress in closing the technology gap with the U.S., with some areas now only three months...
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March 26 - Hedge Funds, News
The People’s Bank of China’s (PBoC) monetary easing and government stimulus have lifted the valuations of Chinese equities.
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March 24 - Hedge Funds, News
We came across a bullish thesis on Alibaba Group Holding Limited (BABA) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on BABA.
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March 24 - News, Stock Analysis
The US equity markets have started to show signs of recovery after weeks of volatility due to the tariff situation.
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March 22 - Hedge Funds, News
Identifying undervalued stocks in an uncertain market environment is both a challenge and an opportunity for investors.
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March 17 - Hedge Funds, News
In this article, we will take a look at 13 stocks that Jim Cramer discussed 12 months ago during his show on March 21, 2024, and examine whether he was right or wrong about those...
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March 17 - Hedge Funds, News
After jolting global markets in late January, China looks set to spark another whirlwind with the launch of an artificial intelligence model that could rival the capabilities ...
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March 11 - Hedge Funds, Industries, News, Tech
Major AI stocks are wavering as investors assess the impact of decreasing hardware costs and their effects on technology spending. T.
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March 9 - News
As per Merrill Lynch, 2025 has not shown much movement.
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March 8 - Hedge Funds, News
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
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March 7 - Hedge Fund Investor Letters, News
On February 12, Russell Investment released its Chinese market outlook for 2025.
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March 6 - Hedge Funds, News
The AI stocks selloff that started following the launch of DeepSeek is still impacting the US markets.
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March 5 - Hedge Funds, News
On March 5th, BBC reported that the US stock market had fallen after the tariffs sparked trade war fear.
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March 4 - Hedge Funds, News
The stocks showcased initial enthusiasm post Trump’s election, as the S&P 500 saw an increase of 2.5% on the day after the November vote, says U.S. Bank.
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March 3 - Hedge Funds, News
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2024 investor letter.
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March 3 - Hedge Fund Investor Letters, News
As per BlackRock, European equity gains have managed to outpace the US to start 2025.
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March 2 - Hedge Funds, News
The research preview of the latest GPT-4.5 model from ChatGPT creator OpenAI has been released.
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February 28 - Hedge Funds, Industries, News, Tech
AI-darling Nvidia reported its earnings yesterday, and it’s safe to say that the numbers have been objectively great.
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February 27 - Hedge Funds, Industries, News, Tech
Last month, a Chinese artificial intelligence startup called DeepSeek sparked a broad market sell-off in the tech world.
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February 26 - Hedge Funds, Industries, News, Tech
As AI continues to redefine the workforce, companies such as DeepSeek are at the forefront of this revolution.
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February 26 - Hedge Funds, Industries, News, Tech
Gene Munster from Deepwater Asset Management said in a latest program on CNBC that the AI hardware trade is still intact and the analyst believes DeepSeek is a net positive for...
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February 26 - Hedge Funds, News
The e-commerce sector has been on fire for a while in the post-COVID era, and while it did slow down a little along with most tech stocks, it has recovered significantly due to...
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February 25 - Market Movers, News