When it comes to markets, positions are to be courted, not married.
There are no new eras and human nature and conditions never change -- nor have investors learned from history.
Disney is not the first well-known firm to be taken on by Peltz and Trian.
The hedge fund manager may have projected 'group stink' and too much 'first-level thinking.'
The hedge fund manager has a long position in the energy company.
When positions get too one-sided, they can snap back in the opposite way -- but that may not mean there is a change in trend.
The broader market is benefiting from several factors that are counteracting FAANG +M.
The veteran global macro hedge fund manager is making his strategies available to the investing public for less than 2% in fees.
For one, they don't expect things to improve anytime soon.
Sellers went into Friday with huge six-to eight-week profits, and came out of Monday with cash in hand.