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US Event-Driven

US Event-Driven
US event-driven, risk-arb & special-sits

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bullishAppLovin
05 Nov 2024 01:08

Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit

AppLovin (APP) and Microstrategy (MSTR) are forecasted as direct additions; Dollar Tree (DLTR) and Super Micro Computer (SMCI) as direct deletions....

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04 Nov 2024 16:39

Dow Jones Industrial Avg Nov24 Rebalance - Sherwin Williams (SHW) Could Get Jiggy

The DJIA (Dow30) is an odd anachronism. Price-weighted. Rebalances when it wants. No ranking system. Just a committee and some vague inputs. This...

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bullishVizio Holding
04 Nov 2024 09:00

Analyzing Active Portfolio Ideas: Antitrust, Asset Sales, Arbitrage, and Litigation Opportunities

VIZIO faces antitrust concerns with Walmart acquisition; FTC scrutiny and potential challenges could impact deal closure and stock price.

02 Nov 2024 11:58

Dow Jones Industrials (INDU) Index Rebalance: NVIDIA, Sherwin-Williams Replace Intel, Dow

NVIDIA and Sherwin-Williams will replace Dow and Intel in the index. Round-trip trade is US$16.5bn. There is a lot to buy in Sherwin-Williams both...

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bullishS&P 500 INDEX
01 Nov 2024 22:45

EQD | SPX - The "TRUMP TRADE" (And US Elections Forecast) From Our Models Perspective

A forecast of the US elections winner, and S&P500's direction, based on our MRM research + previous 2016 / 2020 elections trade patterns. Analysis...

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