Markets & Macro
HFA Staff
Markets & Macro
Commentaries
McIntyre Partnerships Q1 2026 Commentary
Commentaries
Ashva Capital Management Q1 2026 Commentary
Exclusive Insights
Gator Financial Has Rough Q1 But Still 21% CAGR; Long Ameriprise
Culper Research Is Short NVIDIA Corp
Grizzly Research Is Short Ottobock SE & Co KgaA
Artisan Partners’ Brian Louko on His Credit-First Mindset Through a Value Lens
Hedge Fund News
LYNX Bermuda 1.5 Up 30.20% Through April as Trend Models Reclaim 2026’s Top Spot
Hedge Fund News
Leopold Aschenbrenner’s Q1 2026 13F: $8.5B Bet Against AI Chips
Hedge Fund News
Q1 2026 13F Roundup: Berkshire’s Buffett-Free Debut, Alphabet Convergence, and the Mag7 Reshuffle
Sohn New York
Sohn New York 2026: AI Panel Features 221B Capital, TMV, MayTech
Sohn New York
Baker and Khaira Map the Infrastructure Bottleneck at Sohn New York 2026
Sohn New York
Goodwin Warns of Software-Loan Reckoning in Private Credit at Sohn 2026
Sohn New York
Bravo Doubles Down on Domain Leaders as Software Pivots to Agentic Era
Sohn New York
Ross and Yetimoglu Make the Case for AI Infrastructure Suppliers at Sohn 2026
Sohn New York
Lasry and Ohanian Map Sports Investing at Sohn New York 2026
Sohn New York
Camden Property Trust (CPT) Pitched Long by Leslie Sturgeon at Sohn New York 2026
Sohn New York
Three Managers Target Accounting Gaps, AI Roll-Ups, and GLP-1 Disruption at Sohn 2026
Exclusive Insights
Kernow Up 9.2% In April As It Triples Berkeley Group After 20% Fall
Value Briefs
