Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
InsideArbitrage April 2025 Mid-Month Update – Shock, Awe and Retreat
April 16, 2025, 5:59 a.m.
Gamestop CEO Buys Shares And Continued Market Turmoil
April 14, 2025, 6:13 p.m.
Trump Renews Review of U.S. Steel Merger – Merger Arbitrage Mondays
April 14, 2025, 12:44 p.m.
Long-Serving CEO of Applied Materials Purchases Shares
April 13, 2025, 6:04 p.m.
The Special Situation Report #157: 4/13 Roundup
April 13, 2025, 10:01 a.m.
Tariffs and Their Impact on Special Situations
April 7, 2025, 6:26 p.m.
Rocket’s One-Stop Mortgage Shop – Merger Arbitrage Mondays
April 7, 2025, 12:59 p.m.
Tactical Trades During a Crisis and APA
April 6, 2025, 10:16 p.m.
The Special Situation Report #156: 4/6 Roundup
April 6, 2025, 9:02 a.m.
Special Situations Newsletter: April 2025
April 1, 2025, 1:35 p.m.
Dun & Bradstreet Gets a Second Exit – Merger Arbitrage Mondays
March 31, 2025, 12:34 p.m.
Revisiting Globalstar
March 30, 2025, 10:52 p.m.
The Special Situation Report #155: 3/30 Roundup
March 30, 2025, 8:01 a.m.
Extra Dime From QXO Wins $11 Billion Deal – Merger Arbitrage Mondays
March 24, 2025, 12:29 p.m.
Revisiting Westrock Coffee
March 23, 2025, 11:30 p.m.
The Special Situation Report #154: 3/23 Roundup
March 23, 2025, 5:18 a.m.
A Surge in Special Situations Activity
March 17, 2025, 4:51 p.m.
Rocket Lands Redfin Deal – Merger Arbitrage Mondays
March 17, 2025, 11:57 a.m.
Frank Holding Jr. Once Again Purchases Class B Shares of First Citizens
March 16, 2025, 9:17 p.m.
The Special Situation Report #153: 3/16 Roundup
March 16, 2025, 8:02 a.m.
InsideArbitrage March 2025 Mid-Month Update – Relief Rally
March 16, 2025, 12:13 a.m.
Breaking Down The Walgreens Boots Alliance Acquisition
March 10, 2025, 5:17 p.m.
Walgreens Finally Goes Private – Merger Arbitrage Mondays
March 10, 2025, 12:27 p.m.
Opportunistic Buyer Purchases Shares of Park Hotels and Resorts
March 9, 2025, 9:30 p.m.
The Special Situation Report #152: 3/9 Roundup
March 9, 2025, 9:01 a.m.