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Special Situations Newsletter: December 2020

Special Situations Newsletter: December 2020

With fears of a tumultuous U.S. elections subsiding and very positive data on the vaccine front from both Pfizer and Moderna, the market rallied strongly in November with all three main indices notching double digit gains. Please check out the full newsletter from the attached PDF.

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Special Situations Newsletter: October 2020

Special Situations Newsletter: October 2020

September was not a kind month to investors, with the S&P 500 declining nearly 4% and the Nasdaq performing even worse with a 5.2% drop for the month. A spike in COVID-19 cases in both Britain and Spain combined with the WHO speculating that widespread vaccinations may not happen until mid-2021 started to weigh on investors. Please check out the full newsletter from the attached PDF.

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Special Situations Newsletter: September 2020

Special Situations Newsletter: September 2020

The music has not stopped and the Pied Piper continues to lead investors along a merry path that saw the Nasdaq gain 9.59% and the S&P 500 register gains of 7.24% in August. There are two ways to think about the divergence of the market with main street. Please check out the full newsletter from the attached PDF.

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Special Situations Newsletter: August 2020

Special Situations Newsletter: August 2020

A couple of weeks ago, the Nasdaq hit an all time high and I referenced the infamous words of Citigroup’s ex-CEO Chuck Prince from mid-2007 right before the housing crisis accelerated and triggered the Great Recession. Please check out the full newsletter from the attached PDF.

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Special Situations Newsletter: July 2020

Special Situations Newsletter: July 2020

Happy 4th of July to my American friends. The U.S. stock market continued to rise in June, albeit at a slower pace than the month before, with the S&P 500 registering a gain of 1.8% and the Russell 2000 registering a gain of 3.4%. The disconnect between Wall Street and Main Street appears to be driven by the actions of the Fed that continues to prop up the market. Ground ...

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Special Situations Newsletter: June 2020

Special Situations Newsletter: June 2020

The resilience of the U.S. stock market in the face of uncertainty both from the COVID-19 pandemic and riots that have spread to most major cities has been a sight to behold. The S&P 500 rose almost 5% for the month and the Russell 2000 index did even better with a gain of 6.4%. Instead of focusing on the fact that we don’t have a viable vaccine or that temporary unemployment ...

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Special Situations Newsletter: May 2020

Special Situations Newsletter: May 2020

When we conceived of Inside Arbitrage more than two years ago, we had a data-driven investment site in mind that generated ideas and provided tools for event driven investors focused on strategies like merger arbitrage and spinoffs. Over a period of time we added a premium blog to discuss specific ideas and the positive response to that addition led to the creation of this monthly newsletter. Please check out the ...

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