Treasury Yields Reversing Higher; U.S. Dollar and High Yield Spreads to Follow?
We continue to expect 4165-4200 to cap upside on the S&P 500, but a trip to 4300-4325 is possible. We continue to preach caution. Treasury yields...
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SPACTalk: Shining ALIGHT On The Process Of Separating the Wheat From The Chaff In The SPAC Space
While there is certainly a lot of chaff among SPACs/De-SPACs, there are also hidden gems to be discovered. We believe the recently completed De...
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MergerTalk: 3 Merger Deals Involving PACB US, GNW US and STC US Look Attractive Plays For Arbs
At AlphaSituations, we look for unusual spreads in announced US M&A deals of >$400MN in size with the intention of identifying and...
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U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement. Technology...
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U.S. Equity Strategy: Market in Wait-And-See Mode; Upgrading Tech
The S&P 500 has paused just below logical resistance at the downtrend, and we believe the equity market is in wait-and-see mode for incremental...
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