spac

The experience of investing in risk assets over the last six months has been a miserable affair for most involved—particularly in some corners of the market where we...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Most of the time, share markets are relatively calm and don’t make the headlines. But every so often they have a tumble and make the “front page” with headlines like...

With the rise of speculative asset classes, risk-taking retail investors and the threat of inflation looming over markets, the last place I expected to find a safe...

Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors net returns over...

The pace of US IPO activity has shattered previous records.It is a clear sign of excess and market froth.The stampede into IPOs reflects (past) performance.Increasing...

2021 is proving already to be an active year on the corporate front, with global M&A activity hitting US$484.5 billion for January and February, up 33% compared to...

"If you were waiting for a dip in tech, well, this is a dip in tech" is how Michael Frazis signed off his investor letter this week. After a growth-dominated year (and...

The atmosphere in the investment world of late has been nothing short of electric. In the space of a mere few days the VIX has spiked and fallen, GameStop - and now...

Our original short thesis on Tupperware was on the back of a seemingly endless downward spiral of deteriorating fundamentals, excessive leverage and a business...