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Special Situations Newsletter: April 2022

Special Situations Newsletter: April 2022

The macro environment continued to remain uncertain last month with inflation remaining stubbornly high, new strains of COVID-19triggering lockdowns in China and… Please check out the full newsletter from the attached PDF.

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Special Situations Newsletter: February 2022

Special Situations Newsletter: February 2022

Finding good opportunities had become increasingly difficult during the second half of 2021 and we had to focus on strategies like merger arbitrage, fracking companies like Diamondback Energy (FANG) and… Please check out the full newsletter from the attached PDF.

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Special Situations Newsletter: January 2022

Special Situations Newsletter: January 2022

2021 was a year of resilience where folks across the world fought successive waves of the pandemic, including a particularly challenging variant in late spring and summer. While we are not out of the woods yet, the general consensus appears to ...

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Special Situations Newsletter: November 2021

Special Situations Newsletter: November 2021

Animal spirits were back in control last month with the market rebounding sharply from its September weakness. The Nasdaq registered a gain of 7.3% for the month and the S&P 500 was close behind with a gain of 6.9%. Positive trends ...

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Special Situations Newsletter: October 2021

Special Situations Newsletter: October 2021

The market was starting to show signs of weakness early in September with all three major indices falling in unison. The excess and exuberance appear to have finally caught up with the market. The S&P 500 dropped 4.76% for the ...

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Special Situations Newsletter: August 2021

Special Situations Newsletter: August 2021

M&A activity has been red hot in the United States with deals worth nearly $800 billion announced this year and several deals receiving competing bids that pushed up the value of the deal much to the delight of arbitrageurs. There ...

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