After Andrew Left’s Conviction, Short Sellers Rewrite the Fine Print
Activist short sellers are making one thing explicit: They may start covering their positions as soon as their reports hit.
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From Equitizing Cash to Core Holdings: How Asset Owners are Rethinking ETFs
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China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk
U.S. money is returning to Chinese tech stocks as valuations tempt and politics loom, forcing asset managers and advisers to balance profit against volatility.
AI Is Making Even Tech Hedge Funds Look Like the S&P 500
PivotalPath’s data suggests AI concentration is no longer just reshaping benchmarks. It’s making it harder for even specialized tech investors to look meaningfully different from the market itself.
Julie Segal
May 27, 2026
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A New Cycle Emerges
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