Carpe Diem
Tag: Carpe Diem Investing
Hedge Funds Aren’t Exactly Contrarians… Quite the Opposite 📈
Hedge funds aren’t always contrarians—they often move with the crowd, just earlier. From bullish flips to tech sell-offs, here’s what “smart money” is really doing. 📈
⚠️📉 Pay Attention: Hedge Funds Are Betting Against U.S. and...
Hedge funds are increasingly betting against U.S. stocks while rotating into Europe. With valuations still far above historical norms, investors may want to prepare for volatility rather than chase upside.
⏳ The Holiday Paradox: How to Make Life Feel Longer (Without Adding a Single Day)
A week of travel feels like it flies by—yet somehow lasts forever in memory. That’s the Holiday Paradox. Here’s how your brain compresses routine… and how to hack time using novelty.
The Strange Secret of Startups: Start Small, Act Huge
Startups don’t begin with automation. They begin with obsession. Paul Graham’s famous advice—“Do things that don’t scale”—reminds founders that the fastest way to grow is often to start small and learn directly from users.
Even Fizz Shows the Power of Dividends ☀️🥤
Berkshire Hathaway now collects more than $800 million per year in Coca-Cola dividends. Sometimes the most powerful investment strategy is also the simplest: buy great businesses and let time do the work.
🎨 A Basquiat Is About to Shake the Art World (Again)
Jean-Michel Basquiat’s electrifying masterpiece Museum Security (Broadway Meltdown) is heading to auction this May with a $45 million estimate. A reminder that passion, creativity, and courage can echo far beyond a lifetime.
📉 When the Bears Are Bulls
Hedge funds are shorting the market at one of the fastest paces in five years — yet they’re buying individual stocks again. A paradox that reveals the real opportunity for investors.
🧠 Software’s Great Reset — And Why Insiders Are Buying
The North America Software Index has quietly reset, with valuations nearly halving to around 22× earnings. Hedge funds are closing shorts and insiders are buying shares of companies like ServiceNow, CoStar, and The Trade Desk. After one of the sharpest valuation compressions in years, opportunity may be emerging in software.
Hedge Funds Too Can Disappoint.
Hedge funds had a banner year in 2025. The S&P 500 still beat them. Over 16 years, the index has more than doubled the average hedge fund return. Complexity doesn’t guarantee outperformance.