Hedge Fund Telemetry
Hedge Fund Telemetry One ChartAuthorized Hedge Fund Telemetry Account
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | hedgefundtelemetry.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Samsung move is parabolic and unsustainable
Samsung is the largest weight in the Korean Kospi Index, and, combined with fellow memory chipmaker SK Hynix, they represent nearly 50% of the Kospi Index. The next-largest weight is Hyundai at 2.75%. The Kospi Index is up 100% in August, a...
Adobe - Narrative remains negative with AI disruption, but a new positive catalyst has emerged.
One company that I am now long is Adobe. ADBE 266.90 last 2/9/2025
Bitcoin and S&P correlation continues to widen
As you might have noticed, I don’t post on Substack very often. My work on Hedge Fund Telemetry is my main focus, and I post 2 notes a day for our subscribers, with lots of charts, daily sentiment for 40 markets, and actionable thoughts and...
One of the best short opportunities in 2026
One thing people tend to forget is that technology is a cyclical sector. Trends come and go. Technology innovates and evolves, and prices for technology products decline over time. When technology undergoes significant positive changes, com...
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One Chart - Authorized Hedge Fund Telemetry Account
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