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Tag: Macro Investing

Golden fortress in a rugged mountain landscape with glowing DNA strands and a lone investor silhouette, symbolizing John Paulson’s high-conviction bets on gold and biotech

🏔️ John Paulson 2025: From "Short of the Century" to the "Long of the Decade"

John Paulson is back. After years under the radar, the legendary investor posted a 58% return in 2025—driven by high-conviction bets in biotech, gold, and strategic minerals. This is not diversification. This is precision investing.

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A stylized fortress overlooking a global financial landscape with stock charts, world map overlays, and shifting clouds, symbolizing a macro-driven investment strategy managing global markets.

🏰 The $387 Billion Macro-Machine: Inside Fisher Investments (2026 Edition)

Fisher Investments doesn’t start with stocks—it starts with the world. With $387B under management, this macro-first powerhouse takes a very different approach to investing. Here’s what’s really going on under the hood.

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A glowing gold bar with rising stock charts and biotech symbols, representing John Paulson’s concentrated investment strategy in gold and healthcare.

John Paulson’s $5,000 Gold Bet: Genius or Gamble? 🚀

A hyper-concentrated portfolio, a $5,000 gold target, and massive biotech bets—John Paulson is back with one of the boldest strategies in markets today.

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Editorial illustration of a sophisticated trading machine with charts and risk controls, symbolizing Balyasny Asset Management’s disciplined, multi-strategy investing approach in 2025.

Balyasny Asset Management’s 2025 Scorecard: Solid Performance, Serious Machine

Balyasny Asset Management posted a strong +16.7% in 2025—but so did the market. This isn’t a story about fireworks. It’s a story about a world-class multi-strategy machine, risk control, and why institutions still pay for discipline, not just beta.

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