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The Best Inflation Print Ever – InsideArbitrage Friday Wrap

  • September 29, 2023


Our list of curated tweets for the current week

Special Situations

FocusedCompound - New pod is up!

 Sen. Elizabeth Warren asks JetBlue CEO to explain if Spirit deal will increase fares

In response to questions about this: we’re focused on working with Microsoft toward closing.

#Microsoft #Activision: This is an... interesting choice by FTC.

Famed retail PE firm Sycamore Partners takes Chico's FAS private for ~$1 billion at a 65% premium

Find the next $ICPT, which just got bought at a 82% premium.

Peoples Financial Services $PFIS in Scranton, Pa., has agreed to buy FNCB Bancorp $FNCB

Stratasys $SSYS terminates merger with Desktop Metal $DM after preliminary vote count.

Liberty Media proposes combination with SiriusXM

Sirius XM’s bonds slumped in secondary trading Tuesday after Liberty Media proposed splitting off the business

Bunge's proposal to acquire Glencore-backed Viterra will undergo a public review in Canada, including with members of the port and marine industry


Totalenergies 2023 Share Buybacks To Reach $9B

The oil sector best one to invest in at least through the rest of this year and much of 2024.

Accenture $ACN just reported earnings

$COST has spent $2.4 B in share buybacks since FY18

$WTW boosts share repurchase by $1 billion;


I am very excited to launch a new service that I have been working on for the last several months with my friend Shailesh.

Current situation

In 1978, Henry Singleton was talking about unwilling to pay an overpriced valuation of 15x earnings.

BofA: With the S&P equal weight index trading below 16x earnings, the valuation gap between the equal-weight index and the top seven stocks in the regular S&P 500 is the widest since the late-1990s dot-com stock bubble

Ron Baron is smiling in every picture you see of him

Saudi Aramco agrees to buy a stake in MidOcean Energy for $500 million

With the yuan falling, the property market slumping and capital controls keeping money from leaving the country, investors are buying gold."

Expert calls on Carvana $CVNA fed into AI for highlighting issues

The FTC has sued Amazon, alleging the company is an illegal monopoly

Workday stock falls 10% after subscription revenue forecast seen below estimates

Remember $FIGS? $30 at IPO quickly to $50 and now approx $6.

The U.S. Economy

Best Inflation Print Ever

Absolute devastation in fixed income.

APOLLO: “Why are long rates going up?”

Fed aggressively hiking rates while Biden aggressively released SPR oil were de facto oil price controls.

Bank of America CEO Brian Moynihan said his firm’s strategists are still expecting a soft landing for the US economy rather than a recession