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faster churning of companies in and out of the S&P 500, the death of news and the newspaper, the failure of established
Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium
The secret of hedge funds is revealed in a 41-page PDF:
This paper analyzed 464 stocks that 10X-ed over a 24-year period.
Here are the best factors that drive outperformance: (number 3 is the best 🧵) https://t.co/QN4q7EQ2N1
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently w... See more
Patrick OShaughnessyx.comThe hidden cost of AI: Trading long-term resilience for short-term efficiency
Eric Markowitzbigthink.com
At my hedge fund, I pay an analyst to walk around parks in Austin, SF, and NY and ask these people who are tanning at 2pm on a Tuesday where they work.
We then short the stock.
We’re up 728% this year.
Chris Bakkex.comTrends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.com