InsideArbitrage Special Situations Newsletter: January 2023

  • January 1, 2023

2022 was a challenging year. With few exceptions, most assets classes declined as three bubbles including tech growth stocks, real estate and cryptocurrencies, simultaneously deflated.

The energy sector, short positions, merger arbitrage and Indian equities were a few bright spots in a desolate landscape. We had exposure to three out of these four themes and that helped.

Please check out the full newsletter from the attached PDF.