Encouraging Signs, But Concerns Still Outweigh; Buying Materials, Energy, Industrials, Health Care
We continue to see some encouraging signs that suggest that the lows may have been established for this correction. Still, cyclical value remains...
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MergerTalk:Battle For Kansas-Will Canadian National Derail Canadian Pacific’s USCMA Strategy? Part 2
This situation has been largely played out for the arbs. However, this may be more of a story for long-term investors as a unique USCMA play.
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MergerTalk: Kansas City Southern-Will Canadian National Derail Canadian Pacific's USCMA Strategy?
A bid battle brewing on North America's rail tracks, but the easy pickings for the arbs in this may have already been collected
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U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities
Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index’s footsteps by breaking to new highs. This is bullish and...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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