Current market conditions have impacted several previously uncorrelated assets that dropped in unison over the last couple of weeks and we have also seen merger arbitrage spreads widen. There have been times when arbitrage spreads have been very tight and ...
Considering most of the Inside Arbitrage Model Portfolio companies are yet to report quarterly results, we decided to focus on a new opportunity with recent insider buying for this update. You don’t hear a lot about sum-of-the-parts (SOTP) opportunities these ...
It is amazing how quickly things can unravel and conditions have gotten worse on multiple fronts during the last two weeks. In addition to the war in Ukraine, persistent high inflation and the specter of rising interest rates, we now ...
The big Consumer Price Index (CPI) number reported last week appears to have put to rest the idea that the increase in inflation we were seeing was transitory. A 7.5% increase in the CPI compared to the same period last ...
The sector and style rotation we started seeing towards the end of 2021 picked up steam in the first two weeks of January. In our 2022 outlook article for Seeking Alpha we wrote the following on Dec 31, 2021, “We are ...
This is the third post in a new series that we publish mid-month for InsideArbitrage Premium and InsideArbitrage Plus subscribers. These posts will contain updates related to the model portfolio (if any) or a new quick idea. This month we ...
This is the second article in a new series of posts that we are going to publish mid-month for InsideArbitrage Premium and InsideArbitrage Plus subscribers. These posts will contain updates related to the model portfolio (if any) or a new ...
This is a new series of posts that we are going to publish mid-month for InsideArbitrage Premium and InsideArbitrage Plus subscribers. This series of posts will contain updates related to the model portfolio (if any) or a new quick idea. ...