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Inside Arbitrage Friday Wrap – Sentiment Tips Over Into Extreme Fear

  • September 23, 2022

FRIDAY WRAP

Our list of curated tweets for the current week

 

Special Situations

Lina Khan is staying busy. The FTC is investigating Amazon’s deal to buy Roomba maker iRobot

Judge filed under seal. Approves United Healthcare's acquisition of Change Healthcare following #DOJ suit.

C-Suite Transitions – Ben van Beurden Bids Adieu To Shell After 40 Years

Jan - Sept SPAC IPO issuance

Investing

We are just starting to tip towards the extreme fear territory and it might be a few more weeks before we get there.

It’s the end of the bubble. Lean times are coming. Everything that worked for the past 2 years will not anymore.

I have been a professional investor for over 30 years. What follows is some things I think I know and some things I know I don’t know.

Been thinking about what it would take to get back to ATH.

US TREASURY 2-YEAR YIELD RISES TO 4%, HIGHEST SINCE 2007

Laughed out load at $HOOD's margins

One Hour Analysis: MamaMancini’s Holdings, All Hat and No Cattle.

While Instacart will sell a small percentage of new shares, the bulk of its offering will come from employee shares that will be sold directly to new investors at an agreed-upon price ahead of a stock-market debut

Housing

The Fed just raised short-term interest rates above the mortgage rate for like ~65% of all homeowners

Home-flipper Opendoor, $OPEN, lost money on 42% of the properties it sold in August after it failed to anticipate the housing market's slide

Housing costs are rising faster than prices for items such as gasoline or used cars.

Zillow: “U.S. home values ticked down for the second straight month in August as affordability pressures continue to keep buyers on the sidelines.

Bay Area and Seattle getting hit from declining stock options.

Units under construction component within multifamily housing starts continues to surge and is now at highest since November 1973

Global Events

UK's biggest tax cuts since 1972 prompt crash for the pound and local bonds.

The Indian rupee explosion tonight is hands down the most important move in Asia happening and nobody seems to notice.

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