John Authers Reviews Hindsight Capital's 2026 First-Half Winning Trades

1 articles · Updated · Bloomberg · Jul 1

June 30 marked an early midyear check-in for John Authers' imaginary Hindsight Capital LLC, which he said enjoyed a "glorious" first half of 2026.
Authers usually runs the perfect-foresight trading exercise only at year-end, but said the strength of the first six months justified taking a snapshot now.
The review frames the period through Hindsight Capital's premise of investing with advance knowledge of price moves, using the fictional fund to highlight which trades made money.
The column asks whether, like 2008, any coming crash might later look obvious in hindsight, widening the discussion from recent gains to market vulnerability.