Trends & Themes
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
Lithium Just Woke Up Again, And the Market Wasn’t Ready for It
A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…
Energy Storage Lithium Upcycle: What PLS’s Short Unwind Signals
Pilbara Minerals' CEO says hedge-fund shorts are unwinding in PLS after a sharp rebound in lithium prices. The immediate catalyst:…
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…
Short Sellers Tighten Their Hold on the ASX: What the Data Reveals About Market Risk
Short sellers are tightening their grip on the ASX as the year winds down, and our ASX short interest analysis…
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