September 2022 Mid-Month Update: A Buyback Special
We discussed the macro economic environment in our Buyback Wednesdays post this Wednesday and the idea I want to discuss for this mid-month update will likely
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September 16, 2022
We discussed the macro economic environment in our Buyback Wednesdays post this Wednesday and the idea I want to discuss for this mid-month update will likely
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The last two months have been a relief for most investors with exposure on the long side with a significant rally off the June 16th
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When we started the month of July, there was speculation about the Fed raising interest rates anywhere from 50 basis points to 75 basis points
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After an intra-day dip into bear market territory in May, the S&P 500 finally entered a bear market earlier this month. We saw some moderation
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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
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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
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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
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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
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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
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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
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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.
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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
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