InsideArbitrage Special Situations Newsletter: May 2024
A 1.6% pull back in the S&P 500 and a 1.9% drop in the Nasdaq during the last trading day of April closed out a
Read MoreA 1.6% pull back in the S&P 500 and a 1.9% drop in the Nasdaq during the last trading day of April closed out a
Read MoreWe are now firmly in euphoria territory with multiple asset classes notching new highs including both gold and its digital cousin bitcoin. The S&P 500
Read MoreInvestors threw caution to the winds and we saw both the S&P 500 and Nasdaq hit new highs with gains of more than 5% and
Read MoreJanuary was a challenging month on the M&A front with multiple large deals that were plagued with regulatory issues either failing or losing their lawsuit
Read MoreJust like we have done for the last two years, we decided to make our January 2024 newsletter a M&A special that looks back at
Read MoreAfter three months of declines, markets rebounded strongly in November. I had expected continued weakness but a big inflection point occurred on November 1st when
Read MoreAt the start of this year most market participants, myself included, expected a recession in the second half of 2023 given the fastest pace of
Read MoreThe huge rally we experienced in markets this year fueled by a rebound in technology stocks, optimism around AI and hopes of the Fed lowering
Read MoreAfter staying firmly lodged in greed or extreme greed territory for the better part of three and a half months, investor sentiment turned dour in
Read MoreThe U.S. economy is humming on all cylinders. We not only saw Q1 2023 revised upwards to a 2% growth rate last month, we printed
Read MoreThis year has been a year of surprises. Starting with the unusually strong rally in technology and especially companies that were widely expected to go
Read MoreWe live in unusual times. Even before a trio of bubbles could fully deflate, we are in another one. This time it is artificial intelligence
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