Core Insights - The individual has extensive experience in the investment banking sector, particularly as a short-side trader and analyst, which has shaped their understanding of market dynamics and macroeconomic analysis [1] Group 1: Professional Background - The individual began their career in late 1989 as a trader for a short-biased hedge fund, gaining valuable experience during a significant bull market [1] - They have worked with notable firms such as Fleckenstein Capital and East Shore Partners, and spent 16 years with PrudentBear, focusing on strategy and portfolio management [1] - Their early career included a role as a treasury analyst at Toyota during critical economic periods, which sparked an interest in macro analysis [1] Group 2: Economic Philosophy - The individual was influenced by Austrian economics through the writings of Dr. Richebacher, which deepened their passion for economics and macro analysis [1] - They believe that significant developments in finance and policymaking are often overlooked by conventional analysis and media, prompting them to start a blog to highlight these issues [1] - The individual draws parallels between current economic conditions and historical events, emphasizing the importance of understanding the current global economic bubble [1]

Jules RimmerJules Rimmer is a markets reporter in London.Rimmer spent more than 30 years as a trader and stockbroker in financial markets, starting at Salomon Brothers in the Liar's Poker era, taking in ING Barings, Jefferies and ending it in emerging markets at Investec. He hung up his headset and pivoted to journalism in 2021. ...

JPMorgan Chase & Co and Bank of America Corp on Wednesday said in separate releases that the companies will match the US government’s $1,000 “Trump Account” contributions for eligible employees whose children were born between the beginning of last year and the end of 2028.The two firms join several other corporations in announcing such a measure, with companies such as Visa Inc, Chime Financial Inc and BlackRock Inc also pledging to match the government’s Trump Account contributions, according to a CNBC re ...

Hedge funds are coming off their strongest performance in over a decade, with billions flowing back into the industry. But even as capital pours in, hiring is getting harder. Funds are competing fiercely for proven managers, and talent has never had more leverage. Ilana Weinstein, CEO of The IDW Group, one of the leading executive search firms focused on hedge funds, joined Bloomberg Open Interest to break down the talent crunch reshaping the industry. ...

Group 1 - Hedge funds are starting to leverage data from prediction markets to enhance their investment strategies, despite historical reluctance due to trading challenges on platforms like Kalshi and Polymarket [1][2] - Proprietary trading firms, such as Susquehanna, are exploring these markets primarily for the data they generate, which aids in informing investment strategies [2] - Following the GameStop incident in 2021, funds are now analyzing trading activity data from platforms like Polymarket and Kalshi, which provide free data feeds on trading volumes [3] Group 2 - Companies like Dysrupt Labs are creating products that utilize prediction market data, which often aligns with traditional sources, allowing traders to profit from discrepancies [4] - Despite the potential benefits, macro managers have not yet integrated prediction market data into their models, indicating a gap in adoption [5] - The shift towards prediction market data signifies a notable change in hedge fund strategies, offering new insights into market trends, although the full potential remains untapped due to the novelty of these platforms [6]

Nearly half of investors plan to increase exposure to hedge funds, according to a Goldman Sachs survey. ...

U.S. billionaire and former hedge fund manager, Mike Novogratz, is going all in on a new crypto fund. His digital asset investment firm, Galaxy Digital (NASDAQ: GLXY), is set to launch a $100 million hedge fund in the first quarter of this year, targeting opportunities in the volatile digital assets market. The firm, which manages roughly $17 billion in digital assets, said the fund will take both long and short positions, aiming to profit from market swings rather than relying solely on price appreciat ...

Andrew Bailey said the spiral of leverage was worrying because funds borrow money in short-term markets to buy long-term debt - Samuel Corum/Bloomberg Risky hedge funds are propping up Britain’s government debt markets and creating fresh dangers to financial stability, Andrew Bailey has warned. The Bank of England Governor said on Tuesday that traders now “dominated” the ownership of the UK’s £3tn market for bonds – known as gilts – increasing the risk of rapid sales if they seek quick profits. Mr Bail ...

分组1 - The total portfolio approach aims to create a more predictable investment strategy, helping investors stay committed during market downturns [1] - U.S. hedge funds are expanding their presence in emerging markets, potentially benefiting from a shift in investor appetite [2] - The MSCI Emerging Markets index has outperformed the S&P 500, with expectations of continued outperformance driven by macro developments and AI exposure [4] - Private credit funds are attracting significant capital despite previous withdrawals, indicating ongoing investor interest [7] - Goldman Sachs is targeting $750 billion in alternative assets over the next four years, enhancing its private market offerings [10] 分组2 - Closed-end funds reached a net asset value of $237 billion in 2025, with a notable increase in fundraising activity [11] - The rise of online prediction markets is driven by a growing number of traders engaging in high-stakes bets on real-time events [12]

“For the middle class the bulk of the assets is residential real estate and that I think will go down because it's in a colossal bubble as well,” he said.Faber says he expects a correction in stocks, but the stock market isn’t the only place where he sees excess. For many Americans, their home is the largest asset they own — and Faber believes trouble is brewing there as well.“Most people own Tesla and Nvidia around the world,” he said. “They trade them 24 hours a day. And they trade options and all kinds o ...