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Deep-Dive Analysis
Why Hedge Funds Are Thriving Again in 2026
After years of underwhelming performance, hedge funds are undergoing a meaningful revival, with 2025 and early 2026 representing their most robust period of alpha generation…
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Further Analysis & Commentary
AI Funding Reality Check: From Capex Promises to Cash Flows
The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…
Newmont Corporation (ASX: NEM): Equity Research Analysis
Newmont enters the next leg of the gold cycle as the world's largest listed gold producer with a broadened copper…
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Monthly Investor Memo
Delivered Monthly - 2026