INSUBCONTINENT EXCLUSIVE:
investment style and focus on risk management, Singer has led Elliott Management to lose money in only two years
and excessive reliance on government bailouts
He noted that many investors have grown overly comfortable, believing central banks will always intervene to prevent severe downturns.This
mindset, he argued, has fueled dangerous levels of leverage in both corporate and government sectors
(Photo Internet reproduction)Singer criticized the continuation of massive deficit spending and ultra-low interest rate policies introduced
WarningsSinger also expressed skepticism about the soaring valuations of artificial intelligence (AI) stocks, which have been among the top
performers in recent years
acted on this view by betting against Nvidia, a leading AI chipmaker, through put options worth $195 million (R$1.17 billion)
The firm also holds broader short positions on major indices like the Nasdaq-100 and S&P 500, with total exposure exceeding $600 million
(R$3.6 billion).Singer likened the AI frenzy to past speculative bubbles, warning that such optimism often leads to painful corrections
He also criticized cryptocurrencies as a threat to sovereign currencies like the U.S
science to better understand systemic risks
serve as a sobering reminder of the dangers of complacency in seemingly stable times
As markets continue to defy gravity, his insights urge caution and vigilance before another major correction unfolds.
