Hedge funds just revealed their Q4 portfolios. The world’s largest investors are making the same bet.

We’ll get into all of it.

THE RUNDOWN

FED › Minutes from the January meeting showed a more divided central bank than expected. Several officials floated possible rate hikes if inflation stays sticky. Markets still price 93% odds of a hold in March, and two to three cuts remain the base case for 2026. But the tone was noticeably hawkish.

THE PLAY: How the Biggest Investors Are Positioning to Win in 2026

The 13F filings this week told a pretty clear story, even if the individual moves seem contradictory. The biggest investors in the world are getting out of the trades that worked last…

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