As of January 2025, the prevailing sentiment among US economic experts leans towards cautious optimism regarding the stock market's trajectory.
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January 24 - Hedge Funds, News
2024 was a stellar year for the US markets, driven by a strong performance in the technology sector.
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January 24 - Hedge Funds, News
The Dow Jones Industrial Average is among the most popular stock market indices globally.
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January 23 - Hedge Funds, News
Chris Hohn is a British hedge fund manager, philanthropist, and activist investor, best known for founding TCI Fund Management.
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January 22 - Hedge Funds, News
According to the Business Research Company, the market for financial services has expanded significantly in the last several years and is further expected to grow at a compound...
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January 10 - Hedge Funds, Industries, News
Both conservative and risk-tolerant investors favor blue chip stocks due to their solid business models, impressive track records, and attractive risk-reward profiles.
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January 9 - Hedge Funds, News
Before and after the Federal Reserve's interest rate cut earlier this month, Jim Cramer had plenty to say on the subject matter.
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December 29 - News
Montaka Global Investments, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
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December 26 - Hedge Fund Investor Letters, News
Equity market pricing is never perfect due to supply and demand imbalances, emotional reactions, and errors.
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December 26 - Hedge Funds, News
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
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December 17 - Hedge Fund Investor Letters, News
The digital currency and payments sector is rapidly evolving, driven by technological advancements and changing consumer expectations.
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December 16 - Hedge Funds, Industries, News
On December 12, President-elect Donald Trump rang the opening bell at the New York Stock Exchange, an event rich with symbolism for his pro-business economic agenda and his commitment...
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December 15 - Hedge Funds, News
Visa has one of the most resilient business models in the world and an economic moat that is the envy of many.
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December 14 - News, Stock Analysis
"Above-average returns at below-average risk" is the mantra that defines Charles Akre, one of the most successful asset managers on Wall Street.
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December 14 - Hedge Funds, News
Ole Andreas Halvorsen, the founder and CEO of Viking Global, has built one of the most respected names in the hedge fund world.
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December 10 - Hedge Funds, News
Stocks in the United States are rallying high, but some strategists are eyeing a few risks.
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December 6 - Hedge Funds, News
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
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December 3 - Hedge Fund Investor Letters, News
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” third quarter 2024 investor letter.
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December 3 - Hedge Fund Investor Letters, News
As 2024 heads to a close, investors are now focused on the state of the economy, its influence on the Federal Reserve's interest rate reduction cycle, and the potential offered...
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November 30 - News
Ray Dalio, a seasoned global macro investor with over 50 years of experience, founded Bridgewater Associates from his two-bedroom apartment in New York City and led the firm for...
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November 29 - Hedge Funds, News
On November 25, the stock market saw a significant surge, with the Dow Jones Industrial Average jumping 440 points to a new record close of 44,736.57.
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November 27 - Hedge Funds, News
With the interest rate cycle kicking off in the US, stocks that are exposed to consumer and business spending are starting to see a favorable economic outlook.
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November 25 - News
On November 13, Morgan Stanley published an analysis highlighting potential risks to the “Trump trade,” which refers to market optimism following Donald Trump’s decisive...
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November 24 - Hedge Funds, News
Warren Buffett has cemented his legacy as Wall Street's most successful investor.
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November 23 - Hedge Funds, News
Bronte Capital, an investment management company, released its “Amalthea Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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November 19 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Visa Inc. (V) on FluentInValue’s Substack by Yorrin van der Graaf. In this article, we will summarize the bulls’ thesis on V.
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November 17 - News, Stock Analysis
Operator: Welcome to Visa's Fiscal Fourth Quarter and Full Year 2024 Earnings Conference Call.
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October 31 - News, Transcripts
A few recent discussions have indicated that the markets may be entering a choppier phase.
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October 20 - Hedge Funds, News
The tech sector has been showing positive performance amid market concerns, driven by improved earnings estimates and substantial investments in artificial intelligence.
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October 17 - Hedge Funds, News
This article looks at the 10 most owned stocks by hedge funds right now and discusses the likely impact of interest rate cuts and the upcoming presidential elections on the stock...
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October 15 - Hedge Funds, News
The surge in interest surrounding artificial intelligence has meant that the stock market in 2024 has continued to surprise.
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October 15 - News
The labor market has been more resilient than ever.
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October 14 - Hedge Funds, News
Artificial intelligence (AI) is redefining how financial services operate, bringing new waves of innovation while enhancing efficiency and decision-making across the sector.
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October 13 - Hedge Funds, Industries, News, Tech
Investors had been anxiously anticipating the start of a bull market, which the S&P 500 confirmed earlier this year.
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October 11 - Hedge Funds, News
Recently, Mad Money’s host, Jim Cramer addressed what he called a “ridiculous plethora of sell-side downgrades,” noting that the Dow Jones Industrial Average fell by 0.94...
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October 10 - Hedge Funds, News
The recent market action can be attributed to the Fed's decision.
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October 7 - Hedge Funds, News
According to a report by Expert Market Research, the global fintech market was valued at $226.71 billion in 2023 and is expected to grow to $917.17 billion by 2032, at a compound...
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October 2 - Hedge Funds, Industries, News
With September and the third quarter of 2024 ending, Wall Street is now focused on two things. These are the economy and the earnings season.
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September 30 - News
2024 will go down in history as the year that legendary investor Warren Buffett started showing signs of slowing down after an illustrious career in the investment world.
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September 29 - Hedge Funds, News
In a recent episode of Mad Money, Jim Cramer explains that if you're investing with real money, not just playing a simulation like a stock market game, it’s essential to open...
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September 27 - Hedge Funds, News
Billionaires and top hedge fund managers typically dominate the stock market, focusing on leading companies with strong track records and exceptional performance.
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September 25 - Hedge Funds, News
With 2024's close approaching fast, the stock market has touched new records that few would have thought were possible when the Federal Reserve started its interest rate hiking...
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September 25 - Industries, News
Undoubtedly, global and domestic investors have mastered the art of riding out the highs and lows of the US stock market.
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September 22 - Hedge Funds, News
On September 18, the Federal Reserve reduced its policy rate by 50 basis points, lowering it to 4.75%–5.00% from 5.25%–5.50%.
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September 20 - Dividend Stocks, Hedge Funds, News
Investment opportunities are increasingly cropping up as volatility in the equity markets edges higher in response to changes in the investment environment.
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September 18 - Hedge Funds, News
We came across a bullish thesis on Visa Inc. (V) on Johnson Equity Analysis’ Substack by Kyler Johnson. In this article we will summarize the bulls’ thesis on V.
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September 18 - News, Stock Analysis
It was the global pandemic that catalyzed the contactless ways of payment around the world.
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September 18 - Hedge Funds, Industries, News
Warren Buffett, the most famous investor on Wall Street, needs no introduction, having generated billions of dollars for himself and investors for decades.
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September 16 - Hedge Funds, News
The tail end of 2024 is seeing a market shift in the stock market as the Federal Reserve has finally signaled that interest rate cuts are on the horizon.
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September 16 - Market Movers, News
While economic data may be scarce, every data point gives a new angle to the ever-uncertain economic conditions in the US.
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September 13 - Hedge Funds, News