Hedge funds are selling U.S. technology stocks at the fastest pace on record, according to Goldman Sachs. Is this the beginning of something bigger—or simply prudent portfolio management? Here's why valuation still matters.

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Michael Burry shut down his legendary hedge fund after concluding his estimate of value no longer aligned with today's markets. We agree markets have become expensive—but reach a different conclusion. Value hasn't disappeared. It's simply become harder to find.

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Goldman Sachs says hedge funds are selling technology stocks at the fastest pace in years. Should individual investors follow—or think differently? Here's a balanced look at valuations, AI, and why opportunities still exist.

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Stocks are at all-time highs. Hedge fund assets just hit $5.2 trillion. But with the S&P 500 trading at nearly double its historical valuation, the real question isn’t what’s working—it’s how long it can last.

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A $6.6 trillion “safe” trade may be the most dangerous position in global markets. As hedge funds pile into leveraged Treasury arbitrage, even small rate shocks could trigger forced selling, liquidity gaps, and a ripple effect into stocks—just as valuations sit near historic extremes.

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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.

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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.

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The Shiller P/E says the market is priced for perfection. History says perfection never lasts. Here’s what that tension means—and what could crack the spell.

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