Spencer Hakimian

Tech bull Dan Ives believes that the markets, particularly the tech sector, will interpret the recent events in Iran as a turning point. What Happened: On Sunday, in a post on X, Ives framed the events that took place over the weekend as “a positive” for stability and growth in the...

Top business figures such as Bill Ackman and Jason Calacanis have publicly shared their views on the “massive precision” airstrikes carried out by the U.S. military on three Iranian nuclear sites. What Happened: These strikes mark a major escalation in the ongoing international conflict...

Something's shifting in the bond market, with a new wave of unease creeping in, and some of Wall Street's most experienced voices observing a sombre silence. What Happened: On Wednesday, Spencer Hakimian, the founder of Tolou Capital Management, shared a post on X highlighting a growing consensus...

The U.S. House of Representatives passed one of the most expansive tax-and-spending bills in modern history, setting the stage for a multi-trillion-dollar shift in federal deficits and sector dynamics over the next decade. The legislation is projected to balloon the federal deficit by over $3...

Hedge-fund chief Spencer Hakimian says a U.S.–China tariff resolution could arrive soon, arguing that markets and the White House are signaling an about-face on tariffs. What Happened: "I think there's an imminent de-escalation with China coming," he wrote on X, outlining four red-flag clues....

Hedge fund manager Spencer Hakimian calls out the “stupidity” of the current trade and tariff war, while pushing back against the notion that the United States is losing out in global trade. What Happened: Hakimian, the founder of New York-based hedge fund Tolou Capital Management,...

Amid several theories on why President Donald Trump paused the tariffs hours after they went into effect, experts have been pushing the bond market turmoil as the major contributor to the decision. What Happened: After the 10-year Treasury yields rose 34 bps from below 4.0% last week to nearly 4.34...

Alexandria Ocasio-Cortez (D-N.Y.) has called for a disclosure by Congress members after observing that the Nasdaq call volume spiked minutes before President Donald Trump‘s announcement on a tariff pause. What Happened: Trump announced a pause in the tariffs in a Truth Social post around 1:18...

Financial market participants who prefer to invest in exchange-traded funds for their diversification benefits could be “in for a rude awakening,” says this venture capitalist, as the top ten stocks in the S&P 500 represent 40% of the index market capitalization. What Happened:...