A significant shift in U.S.–Switzerland trade relations was announced on Friday:U.S. tariffs on Swiss goods will drop from 39% to 15%, aligning Switzerland with the EU tariff rate and removing a major competitive disadvantage for Swiss exporters. 🇺🇸🇨🇭 What’s in the Deal? USTR Jamieson Greer highlighted that Switzerland will shift major manufacturing into the U.S.,...
The latest 13F filings reveal a clear shift across top hedge funds:Taking profit from megacap tech & reallocating into software, payments, and diversified plays amid concerns over stretched valuations. 🔍 Key Highlights Megacap trimming continued across the “Magnificent Seven”: 🏦 Major Hedge Fund Moves (Q3 Breakdown) Bridgewater Associates Discovery Capital Balyasny Asset Management Tiger Global...
Top U.S. hedge funds dialed back their positions in the Magnificent Seven during Q3 — marking a notable shift after last quarter’s bullish run fueled by AI enthusiasm. 🔍 Key Takeaways 🏦 Spotlight on Funds 🧭 What It Signals After a year of soaring AI valuations, hedge funds appear to be: Q3’s 13F filings may...
Berkshire Hathaway has revealed a new $4.3 billion position in Alphabet, marking one of the most unexpected shifts in Warren Buffett’s portfolio ahead of his retirement after 60 years as CEO. 🔍 Key Highlights 🏛 Strategic Shifts Before Buffett’s Exit Buffett passes leadership to Greg Abel on January 1, and Berkshire’s moves signal: 💬 Why...
Starboard Value has fully exited its stake in Pfizer, ending a year-long activist push aimed at lifting the pharma giant’s lagging share price. 🔍 Key Highlights 🧭 Activist Track Record Starboard remains one of Wall Street’s most active players: Starboard also exited its position in Fortrea Holdings, selling 2.5M shares after the CRO’s stock fell...
Global private equity giants Warburg Pincus and Permira are reportedly in discussions to acquire Clearwater Analytics, the investment and accounting software provider they helped take public in 2021. 🔍 Deal Highlights 🧭 Strategic Context If completed, the deal would mark a major buyout in the financial technology space — and represent a full-circle moment for...