What people are saying on X · Stocks ·
Hedge funds are pulling money out of US stocks at the fastest pace ever, with a $43 billion sell‑off in US tech alone
10,035 posts · 4,959 accounts · +55% vs the day before
- Hedge funds are withdrawing capital from US equities at a record rate, according to a post noting the fastest‑ever outflow[47]
- In the past three months, hedge funds have dumped $43 billion from US tech stocks, marking the biggest unwind in over a decade[42]
- Rate‑hike odds are near 80% amid 29 k new jobs and 3.7% inflation, raising questions about which factor will break first – labor, the Fed, or stocks[4]
- Indonesia’s equity market shows extreme broker concentration, with about 20% of IDX stocks having a single broker execute ≥40% of gross volume in 1H26, indicating liquidity and manipulation risks[8]
- The S&P 500 Equal‑Weight Index outperformed the regular S&P 500 by +5.7 percentage points in October, its largest monthly outperformance since April 2009[57]
Posts cited
[4] Monté · @montcreux ·
rate hike odds near 80% with +29k jobs and 3.7% inflation. which breaks first? a) the labor market b) the fed's nerve c) stocks d) nothing, soft landing
Open on X[8] Soraya · @sorayaresearch ·
Indonesia’s equity market exhibits extreme broker concentration: ~20% of IDX stocks had one broker execute ≥40% of gross volume in 1H26. This signals potential liquidity fragility, price distortion and manipulation risks, highlighting weaker market depth versus Korea and the US.
Open on X[42] The Great Martis · @great_martis ·
Hedge Funds Dump $43 Billion in US Tech Stocks in Three Months... Biggest Unwind in Over a Decade. It's probably nothin.
Open on X[47] Kalshi · @kalshi ·
JUST IN: Hedge funds are pulling money out of US stocks at fastest pace ever
Open on X[57] The Kobeissi Letter · @kobeissiletter ·
BREAKING: The S&P 500 Equal-Weight Index outperformed the S&P 500 by +5.7 percentage points in October, its largest monthly outperformance since April 2009. This also marked its 2nd-largest monthly outperformance since the 1990s. The Equal-Weight Index surged +4.8% in October, while the S&P 500 fell -0.9%. Year-to-date, the Equal-Weight Index has gained +13.9%, exceeding the S&P 500's +10.7% return as technology stocks lag the broader market. Meanwhile, the S&P 500 ex-AI Index has jumped +14.2% year-to-date, reaching a new all-time high on Friday. Market leadership is rapidly shifting.
Open on X
Written by an AI model from public posts; it can be wrong. Check the sources.