The crypto hedge fund industry has seen some interesting changes over the past 12 months. As the price of bitcoin and other cryptocurrencies have collapsed, some hedge funds and digital asset platforms have gone under. The highest profile failure is Three Arrows Capital, which shocked the global space when the $10 billion fund collapsed and […] Read More
Alluvial Fund performance update for the month ended July 31, 2022. Q2 2022 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 2.9% in July, compared to 10.4% for the Russell 2000 and 8.8% for the MSCI World Small+MicroCap. Year-to-date . . . SORRY! This content is exclusively for paying […] Read More
It's easy to find hot stocks in a hot market because a rising tide lifts all ships. It's much harder to find hot stocks when the market for the S&P 500 (NYSEARCA:SPY) is tepid because investors and their money are more cautious. In this scenario, stocks will generally move sideways within a trading range but […] Read More
Apple (NASDAQ:AAPL) should see a better than forecasted third quarter as some of the issues that were weighing down on earnings start to go away. The previous couple of quarters have been plagued by issues such as war and shutdowns which resulted in weaker than expected earnings. Q2 2022 hedge fund letters, conferences and more […] Read More
The results from oil services companies like Baker Hughes (NYSE:BKR), Haliburton (NYSE:HAL), and Schlumberger (NYSE:SLB) were mixed to be sure but there is one common thread among them. The outlook for spending on oil-field services remains strong and supportive of a multi-year upcycle for the industry. Even Baker Hughes, which gave the weakest report in […] Read More
Analysts remain cautious on Adagio, but they're watching for more discipline regarding drug pipeline M28 Capital Increases Adagio Therapeutics Stake Last Friday, health care focused hedge fund M28 Capital filed a 13D/A with the US Securities & Exchange Committee revealing it bought 2.85 million Adagio Therapeutics (NASDAQ:ADGI) at an average of $4.28 per share, bringing […] Read More
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