Money Moves

“The Smart Money Just Doubled Down” examines recent 13F filings from leading investors, revealing strategic increases in investments amidst market challenges. Bill Ackman’s substantial purchase of 13.2 million shares in Nike underscores his faith in the brand’s direct-to-consumer approach despite its struggles. Similarly, Howard Marks and Michael Burry are reinforcing their positions in Chinese tech stocks like Alibaba and JD.com, viewing low valuations as a buying opportunity amidst regulatory concerns. The video also discusses the growing institutional interest in Bitcoin and Bitcoin ETFs, with hedge funds capitalizing on arbitrage opportunities while simultaneously investing in metallurgical coal stocks, reflecting a contrarian approach. Additionally, it highlights a shift toward renewables and the continued relevance of metallurgical coal in steel production, advocating for value investments in this sector, even as Warren Buffett strategically reduces his Apple holdings to navigate economic uncertainties. Overall, the video presents a landscape where smart money is confidently navigating challenges by reinforcing positions in undervalued assets while adjusting for market volatility.