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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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Special Situations Newsletter: July 2021

Special Situations Newsletter: July 2021

Through much of the month of June, as I looked at various investment opportunities, the one thing that stood out was just how well companies were performing despite the pandemic and in some instances because of the pandemic. On a ...

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Special Situations Newsletter: May 2021

Special Situations Newsletter: May 2021

The advance estimate for first quarter 2021 GDP was released a couple of days ago and points to strong growth of 6.4%, which puts us almost back to pre- pandemic levels. Not adjusting for inflation, “current-dollar GDP” registered … Please ...

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Special Situations Newsletter: March 2021

Special Situations Newsletter: March 2021

The last year has been an unusual time to be an investor in public markets. We experienced a lot of risk and, if positioned correctly, significant rewards against a backdrop of a raging pandemic, riots, wildfires and … Please check ...

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