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The catalysts for a downturn include “... sticky inflation that we believe will pressure ten-year yields back toward 5 percent, and uncertainty around tariffs and expenditure cuts by [Elon] Musk.”
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A dozen hedge funds, including Perceptive, Farallon, and Marshall Wace, will benefit from companies that either went public or filed plans in the past few days.
Although the axe is being wielded across U.S. regulatory agencies, experts stress that a strong system is a safe one.
David Einhorn’s hedge fund beat the S&P 500 out of the gate.
TCI posted a double-digit gain, but lagged the benchmark.
Last year, Electron moved to “better navigate delays in clean energy policy implementation and capitalize on clarity as it emerged.”
Cadian Capital reversed course thanks to a rebound in smaller and mid-size tech stocks.
Healthcare stocks have been hard hit by RFK Jr.’s nomination to head HHS.
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