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Third Point Hit by Momentum Reversal, Posts July Decline

Dan Loeb explains why the recent sell-off was “unrelated to company/industry fundamentals, economic factors, or geopolitics.”

July Was the Month the Crowded AI Trade Reversed

For months, PivotalPath warned that hedge fund managers were becoming more and more concentrated in the same AI-related trades.

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The Certainty of Uncertainty: Navigating the Shifting Private Landscape 

Biotech IPO Fever Shows No Signs of Breaking

Deep Track and Cormorant are among the healthcare-focused investors backing three of the five biopharma companies slated to go public this week.

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