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Your Daily Brief For January 31st

Hedge funds are in the business of making money no matter what the markets do. And in times like this, it’s worth checking out what they’re up to. I recently did just that, and I discovered four big themes you can take advantage of now…

# 1. Hedge funds have had a promising start to this quarter.

Investment bank **Goldman Sachs** recently analyzed about 800 US-based, stock-focused hedge funds with roughly *$2.4 trillion* worth of investments. It found that, on average, their investments were down 12% in the first half of the year – but that a 4% gain so far in the third quarter has left them down “only” 9%, which is better than the **S&P 500’s** 14% drop so far this year.

## What’s the opportunity here?

One way you can look to mirror hedge funds is by following their most popular bets 

Insight

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query ContentPieceQuery(
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  $encryptedEmail: String
) {
  viewer {
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      roles {
        isAnonymous
      }
      ...SingleContentPiece_authorization
    }
    content(encryptedEmail: $encryptedEmail) {
      ...SingleContentPiece_content_11DhN6
      contentPiece(contentPieceId: $contentPieceId) {
        __typename
        ...SingleContentPiece_contentPiece
        id
      }
    }
    id
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}

fragment AudioOnlyBanner_contentPiece on ContentPieceInterface {
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  }
  title
}

fragment Block_block on ContentPieceBlock {
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  ... on ImageBlock {
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  ... on QuoteBlock {
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}

fragment ContentMetadata_contentPiece on ContentPieceInterface {
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  byline
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}

fragment ContentPieceSEO_contentPiece on ContentPieceInterface {
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  }
  subtitle
  firstPublishedAt
  id
  ... on PublicContentPiece {
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  byline
  seoTitle
  searchDescription
  canonicalLink
}

fragment ExploreMore_content_3M8Ve6 on Content {
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    edges {
      node {
        title
        id
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}

fragment ImageBlock_block on ImageBlock {
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}

fragment ListenButton_contentPiece on ContentPieceInterface {
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  readingTime
  isPremium
  hasBlocks
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}

fragment MainContentSection_contentPiece on ContentPieceInterface {
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fragment MoreContentSection_content_11DhN6 on Content {
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fragment QuoteBlock_block on QuoteBlock {
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}

fragment ServerImage_image on URLImage {
  full
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}

fragment SingleContentLarge_contentPiece on ContentPieceInterface {
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  title
  byline
  consumptionTime
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  }
  hasChapters
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}

fragment SingleContentPiece_authorization on Authorization {
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    isPreviewing
    isAnonymous
    hasPremiumSubscription
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}

fragment SingleContentPiece_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  ...AudioOnlyBanner_contentPiece
  ...MainContentSection_contentPiece
  globalContentPieceId
  trackingTitle
  isPremium
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  hasChapters
  hasAudio
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  chapters {
    __typename
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}

fragment SingleContentPiece_content_11DhN6 on Content {
  ...MoreContentSection_content_11DhN6
  anonymousUserHasPremium
}

fragment TextBlock_block on TextBlock {
  textMarkdown
}


Four Investment Ideas You Can Take From What The Hedge Funds Are Doing

1. Hedge funds have had a promising start to this quarter.

What’s the opportunity here?

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Your Daily Brief For January 31st

Could These Obesity-Drug Stocks Make Your Portfolio Look Big?