What has been the performance of long short equity funds this year?
Warren Buffett Takes $5 Billion Stake in TSMC
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The video discusses market trends, focusing on hedge funds and Warren Buffett's significant investment in TSMC, a Taiwanese chip maker. It explores the challenges in the chip sector, including supply chain issues and geopolitical tensions, particularly between the US and China. The video also touches on the cautious approach of equity funds and the subsequent market rally.
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2.
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What does the recent rally of the S&P since the end of September indicate?
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