Absolute Return Podcast: Recent Episodes
Accelerate
Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
accelerateshares.substack.com
Bitcoin Goes Through a “Halving.” What is it and Why is it Bullish for Bitcoin’s Price?
Uber Makes Play for Grubhub. Why is This a Bad Deal?
Gran Colombia Gold Reveals Unsolicited Bid for Guyana Goldfields. What Will Happen With Silvercorp Waiting in the Wings?
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Liberty Global and Telefonica Combine U.K. Units in $39 Billion Deal. What is the Strategic Rationale Behind this Deal?
Struggling Retailer Neiman Marcus Files for Bankruptcy as Coronavirus Hammers Department Stores. Are More Insolvencies to Come?
Mergers Up in the Air as COVID-19 Hits Asset Values. Which Deals are Getting Hit and Which Could Go Higher?
The Art of SPAC Arbitrage. A Discussion on One of the Fastest Growing Asset Classes.
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Listen to special guest Tyler Stuart, Managing Director and Co-founder of Green Acre Capital, a leading cannabis private equity investment firm.
In this podcast we discuss:
Equity Financing Window Opens Up with $200 Million Boyd Group Financing and Over $800 Million of SPAC IPOs. Is the Market Signalling “All Clear”?
Mergers Re-Emerge as Silvercorp Announces $105 Million Acquisition of Guyana Goldfields. Are More Deals to Come?
Short Seller Launches Attack Against Merger Target Forescout Technologies. Does the Report Have Merit?
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Crude Oil Futures Hit Negative $37.00 per Barrel in Record-Setting Rout. Should Investors Be Buying?
IPO Window Opens Back Up as Social Capital SPAC Completes Upsized $720 Million Initial Public Offering. Will We See More IPOs?
Private Equity Firm Sycamore Tries to Wriggle Out of Deal For Victoria’s Secret. Will the Gambit Work?
A Discussion of the Tough First Quarter for Private Equity and Where We Go From Here.
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Private Debt Funds Halt Redemptions as Investors Rush for the Exits and Asset values Plummet. Should Investors be Worried?
Trump’s Art of the Oil Deal. Will it Bring Balance to the Global Oil Market?
A Coronavirus Cure? Remdesivir Shows Promising Results in Clinical Trial.
A Discussion of 5 Reasons Why Merger Arbitrage Is A Must-Own Investment Strategy.
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The Fed Announces Unprecedented $2.4 Trillion in Loans to Support Local Businesses and Governments. What are the Implications of This Massive Stimulus?
Airbnb in Trouble as it Withdraws IPO Plans and Completes a Distressed Financing. Will the Company Survive?
Not all Heroes Wear Capes: Jack Dorsey Pledges $1 Billion in Fight for Coronavirus Cure.
Value Sucks Wind While Momentum Surges. A Discussion of March Factor Performance.
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T-Mobile Closes its $30 Billion Merger With Sprint. Why is This Transaction so Important?
SoftBank Pulls $3 Billion WeWork Tender Offer. Why Did They Renege on the Deal?
Xerox Ends its Hostile Pursuit of Rival HP. Did This Acquisition Ever Stand a Chance?
Whiting Petroleum Files for Bankruptcy as the First Insolvency of the Oil-Price Crash. Is it the First Domino to Fall?
A Record 3.3 Million U.S. Workers File for Unemployment Benefits as Canadian Jobless Claims Soar Close to 1 Million. Should Investors be Worried?
U.S Government Approves Historic $2 Trillion Stimulus Package. What’s in it? Is it Going to Work?
Endeavour Announces Acquisition of Semafo in $1 Billion Gold Mining Deal. Has the Coronavirus Affected M&A?
A Discussion on the Paradox of Choice: What to do When it Rains Gold
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Governments Around the World Announce Record-Setting Fiscal Stimulus Measures to Counteract Coronavirus-Led Economic Downturn. Will This Help Combat the Global Recession?
Central Banks do their Part in Fight Against COVID-19 by Implementing Substantial Monetary Stimulus. Will Quantitative Easing Work?
Market Volatility Creates Unprecedented Opportunity in Merger Arbitrage as Deals Continue to Get Done. What’s the Best Way to Capitalize on This?
Global Equities Plunge into Bear Market as the WHO Declares Coronavirus a Pandemic. Is the Bad News Priced In?
Crude Oil Plummets as a Price War Breaks Out Between Saudi Arabia and Russia.What’s Next for the Energy Market?
Aon Announces Friendly Acquisition of Rival Willis Towers Watson in $30 Billion Deal. Is the Market Panic Affecting M&A?
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The Fed Implements Emergency Rate Cut in Response to Coronavirus Panic
Interest Rates Plunge to Record Lows as Global Markets Fear Recession
Xeros Launches Hostile Takeover Offer for Rival HP as M&A Activity Continues Despite Market Rout
Hedge Fund Elliott Management Unveils Shareholder Activist Campaign at Twitter merger
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Fear Grips Investors as Coronavirus Causes Global Stock Market Rout. What’s an Investor to Do?
US Treasury Yields Hit New Lows as Investors Panic-Buy Safe Haven Securities. Should You be Buying Bonds Here?
Intuit Acquires Fintech Company Credit Karma for $7.1 Billion. What’s the Strategic Rationale?
Berkshire Hathaway Releases Warren Buffett’s Annual Letter to Shareholders. What is Warren Thinking These Days?
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Morgan Stanley to Acquire E-TRADE Financial for $13 Billion as Consolidation of the Discount Brokerages Continues. What’s Driving Mergers in the Sector?
Mutual Fund Companies Legg Mason and Franklin Resources Merge in a $6.5 Billion Deal. Why Are Traditional Asset Managers Rushing to Merge?
Real Estate Investment Firms Starlight and Kingsett to Acquire Northview Apartment REIT for $4.8 Billion. Why are Apartments in Such High Demand From Investors?
Domino’s Pizza Stock Surges 25% on Fourth Quarter Results. What Has Made it a Top Performing Stock?
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Judge Approves T-Mobile’s Merger with Sprint. After Two Years in Limbo, Will this Deal Finally Close?
U.S. Federal Trade Commission Cracks Down on M&A by the Largest Tech Companies. Will this Slow Deal Activity?
Simon Announces Acquisition of Taubman in a Mega-Mall Merger. Why are they Betting Big on Shopping Malls?
A Discussion on the Next Frontier in Investment Management: Alpha + Beta.
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Listen to Special guest Steve Feick, Vice President of Special Projects at the Mancal Corporation and President of Mancal Coal.
Mancal is one of the most successful private companies in Western Canada and is involved in industries including oil and gas exploration, mineral exploration, construction, real estate development, and venture capital and merchant banking.
Today we'll cover:
-Steve’s capital allocation strategy
-Top investment opportunities in today's environment
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Tesla’s Stock Shifts into “Ludicrous Mode” as it Hits $968 Per Share. What’s the Driving Force Behind the Share Rally?
Intercontinental Exchange Makes Takeover Offer for eBay. Why Did the Market Hate this Deal?
Spotify Buys Podcast Company The Ringer. What’s the Strategic Rationale?
Value Stocks Stage Brief, Face-Ripping Rally. Is a New Cycle of Outperformance Set to Begin?
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Warren Buffett’s Berkshire Hathaway Sells its Newspaper Business to Lee Enterprises. Is Buffett Really Throwing in the Towel on Newspapers?
Volkswagen Makes Play for Navistar in a Bid to Consolidate the Trucking Industry. What’s Their M&A Strategy?
Casino Operator Penn National Invests $136 Million in Sports Media Brand Barstool Sports. What Makes the Deal Structure so Interesting?
Amazon Rejoins the $1-Trillion Market Cap Club as its Stock Hits a New All-Time High. Why Did the Shares Rally?
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W. Brett Wilson is an entrepreneur, philanthropist, FirstEnergy co-founder, former Dragon's Den star, and owner of the Nashville Predators. He offers his unique insights on:
-investment opportunities, career tips for entrepreneurs, how he supports entrepreneurship and start-ups;
-his view on how to define success;
-his keys to success in business as well as in life
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Coronavirus Roils Markets as the Outbreak Spreads. Should Investors be Concerned?
Xerox Plans Proxy Battle to Take Control of Rival HP. What is Their Goal?
Tesla’s Market Capitalization Hits $100 Billion to Become the Second Most Valuable Auto Group. Why Has the Stock Tripled?
Bank of Canada Leaves Door Open for a Rate Cut. What Does the Market Think?
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WESCO Wins Bidding War for Anixter at $100 Per Share. Who’s the Real Winner?
Recent IPO Troubles Don’t Spook Casper as Mattress Company Files for IPO. Should Investors Ghost this Deal?
U.S. and China Strike Phase One Trade Deal. What Does the Agreement Entail?
Visa Acquires Fintech Startup Plaid for $5.3 Billion. What’s the Strategic Rationale?
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Hudson’s Bay Chairman Settles With Shareholder Activists, Raises Bid to $11.00. Does This Mark an End to the Saga?
HP Rejects Xerox Approach After Financing Secured. What’s Next?
Softbank’s Vision Fund Continues to Struggle After Zume Pizza Crumbles. Does This Call into Question its Investment Process?
Jobs: Canada Beats While U.S. Misses. What’s the Story Behind the Numbers?
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Stock Indices Have Banner Year as Valuations Hit All-Time Highs. Is it Time to Diversify?
WESCO Starts Bidding War for Anixter, Topping PE Firm CD&R. How High Can it Go?
Satellite Company MDA Sells to Canadian Investor Group for $1 Billion. Why are They Buying It?
U.S. Military Kills Iran’s Powerful Military Commander Qasem Soleimani by Air Strike in Iraq. What Are the Market Implications?
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Rock Bottom Interest Rates to Remain as the Fed and ECB Keep Rates Steady. Will They Ever Hike?
Legendary Central Banker Paul Volcker Passes Away While BoC Governor Stephen Poloz Passes the Torch. Who’s Up Next at the Bank of Canada?
Saudi Aramco Hits 2 Trillion Valuation After IPO. Was its Price Manipulated?
Boris Johnson Wins UK Election, Declaring Brexit a Certainty. But Will it Actually Happen This Time?
A Discussion on Why Merger Arbitrage Deserves a Spot in Investor Portfolios.
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Jim Beqaj: The CEO coach. Learn how he:
Was promoted to president of one of the largest brokerage firms in the country at only 37 years old.
Was fired by two Bay Street firms and why he considered himself unemployable.
Transitioned from earning $5 million per year working in the capital markets to becoming an entrepreneur in executive coaching.
And lastly, tried to buy Lehman Brothers in the 1990s.
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U.S. Reports Blow-out Jobs Numbers. Is a 2020 Recession Off the Table?
Canada Records the Worst Jobs Figures in 10 Years. What’s the Story Behind the Numbers?
The World’s Largest Company Goes Public. Why Did the Shares Price so High?
A Discussion on Short Selling: For Intelligent Investors or Deranged Masochists?
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Private Equity Apollo Forced to Increase Price for its Tech Data Acquisition. What Happened Here?
Catalyst Capital Lobs $11.00 Per Share Offer for Hudson’s Bay, Topping the Chairman’s $10.30 bid. Will This Put the Company in Play?
Kirkland Lake Gold Agrees to Buy Detour Gold in $4.9 Billion Deal. Why Did its Stock Drop so Much?
LVMH Raises Offer for Tiffany’s and Clinches Deal. By How Much Did They Need to Bump Their Bid?
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Charles Schwab in Talks to Acquire Rival TD Ameritrade to Create $5 Trillion Brokerage Behemoth. Is this the Result of Zero Commissions?
Former Uber CEO Travis Kalanick Sells Nearly $1.5 Billion of Uber Shares as the IPO Lock-Up Expires. Why’s He Selling?
The “Big Short 2.0”: Carl Icahn Bets Big Against Shopping Malls. Will it Pay Off for the Billionaire?
Hedge Fund Legend Louis Bacon Shutters Hedge Fund Moore Capital After a 30-Year Run. Was he the Last of a Dying Breed of Non-Systematic Managers?
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Cannabis Boom Goes Bust as Economic Reality Bites and Pot Stock Prices Plummet. Why are Cannabis Stocks Crowding the 52-Week Low List?
CPPIB Acquires Canada’s Biggest Wind Power Producer for US$2.6 Billion. What’s the Strategic Rationale?
Walgreens Considers Going Private in the Largest Leveraged Buyout of All Time. What are the Chances of it Happening?
GFL Environmental’s IPO Flops. Why Did They Pull the Deal?
Saudi Aramco Launches Much Anticipated IPO. Should Investors Buy the Stock?
A Review of October Factor Performance
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Fitbit to be Acquired by Google for $2.1 Billion. How Did Merger Speculators End Up Doing?
French Luxury Giant LVMH Makes Play for Tiffany & Co. Does this Unsolicited Proposal Have a Shot?
Canfor Strikes Friendly Deal at Same Price as Previous Unsolicited Offer. Why Did the Board Settle?
Federal Reserve Cuts Rates as Bank of Canada Holds Steady. Why the Divergence in Monetary Policy?
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Softbank Bails Out Near-Bankrupt WeWork as its Valuation Tumbles from $47 Billion to $8 Billion. Did Softbank Commit the Sunk Cost Fallacy?
Hudson’s Bay Strikes a Friendly Go-Private Deal as Insiders Bump Their Bid by 9%. But will it be Enough for the Shareholder Activists?
Pension Funds Acquire AltaGas Canada for $1.7 Billion. Why are Pension Funds Owning Infrastructure Assets?
A Discussion on Why Merger Arbitrage is a Great Fixed Income Alternative with the Merger Yield at 5.7%.
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U.S. and China Reach Preliminary “Phase 1” Trade Deal. Does This Mark the End of the Trade War?
Charles Schwab to Allow Investors to Trade Fractional Shares. But Will Individual Investors Benefit?
Alexion Announces Acquisition of Achillion in $930 Million Biotech Deal. What Makes This Deal Unique?
UK and European Union Reach Deal on Brexit. Is Brexit Finally Going to Happen?
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Hong Kong Stock Exchange Drops its Bid for London Stock Exchange. Why are we not Surprised?
Greece Sells Bonds at a Negative Yield. Should Investors be Buying?
Brookfield Sells North American Palladium to South African Firm in Unusual Deal. What Makes the Deal so Interesting?
QE4? The Fed Restarts Asset Purchases in Bid to Placate Money Markets. Why did they do it?
A Discussion on September Factor Performance.
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Broker Battle Breaks Out as Schwab Drops Commissions to Zero. How Are They Going to Make Money?
U.S. PMI Falls Below 50 in an Ominous Sign for the Global Economy. Is a Recession Imminent?
FanDuel Owner Pushes All-In with its $6 Billion Acquisition of PokerStars Parent. What’s the Strategic Rationale?
LBO Hot Potato Continues as Great Wolf Resorts Bought by a Third Leveraged Buyout Firm. Can Private Equity Still Add Value?
A Discussion on Why You Shouldn't Invest in Money-Losing Companies
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Peloton Falls as Much as -15% in its Underwhelming IPO. Why Did Investors Sour on the Stock?
UFC-Owner Endeavor Pulls IPO Amidst Lackluster Demand. Why Did its IPO Flop?
WeWork CEO Fires Himself After Investors Lose Confidence in the Co-Working Company’s Leader. What Led to His Downfall?
Altria and Philip Morris Call off Merger Talks as Vaping Crisis Hits Juul. Why Did the Deal Fall Apart?
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Blackstone Acquires Dream Global REIT in $6.2 Billion Real Estate Deal. What Makes this Deal so Interesting?
Attack on Saudi Oil Infrastructure Takes 5% of Global Production Offline. What are the Implications?
WeWork Delays its Highly Controversial IPO. Why Did it Flop?
A Divided Fed Cuts Interest Rates as the Stock Market Nears New Highs. Why Were Some Members Against the Rate Cut?
A Discussion of the Great Short Squeeze of 2019.
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Activist Hedge Fund Elliott Management Targets Conglomerate AT&T. What does the Activist Investor Want?
Business Legend T Boone Pickens Dies at 91. What Made Him so Notable?
Hong Kong Stock Exchange Goes Hostile for the London Stock Exchange. Why is this Potential Deal so Interesting?
ECB Cuts Rates and Restarts Quantitative Easing. Why did they do it?
It’s a Momentum World and You’re Just Living in it. A Discussion of August Factor Performance.
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Canada Notches Best Quarterly Economic Growth Since 2017. What’s Behind the Numbers?
Brexit Drama Reaches Comedic Levels as PM Boris Johnson Faces Defeat. Is Brexit Ever Going to Happen?
Investors Balk at WeWork’s IPO as it’s Forced to Slash its Valuation. Will They Scrap the Whole Thing?
NBA Considers Creating an Investment Fund to Hold Stakes in Pro Basketball Teams. Should You Become an Owner?
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Argentina Flirts With Default as it Looks to Restructure Over $100 Billion of Debt. What Happened to Argentine Bonds?
Tobacco Companies Philip Morris and Altria Confirm Merger Talks. What’s the Catalyst Behind This Deal?
Cycling Equipment Company Peloton Reveals Plans for IPO. Should Investors Buy it?
China De-Escalates Trade War as it Indicates it won’t Retaliate on New U.S. Tariffs. What Happens Next?
A Discussion on the Underperformance of Small Cap Stocks.
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Pembina to Acquire Kinder Morgan Canada in $2.3 Billion Deal. What’s the Strategic Rationale?
China Fires Back With Additional $75 Billion of Tariffs on U.S. Goods. Why Are They Escalating the Trade War?
U.S. PMI Falls Below 50 , Signalling Manufacturing Decline for the First Time Since 2009. What’s Driving This Slowdown?
VMWare Announces Acquisitions of Pivotal and Carbon Black. Why Did They Do These Deals?
What Should Long-Term Investors Do About The Yield Curve Inversion?
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US 30-Year Bond Falls Below 2% For The First Time Ever While Other Countries’ Yields Go Negative. Why Are Interest Rates Falling?
Office Space Company WeWork Unveils Paperwork For its IPO. How Do Its Financials Look?
CBS Announces $30 Billion Merger With Former Subsidiary Viacom. What Was The Strategic Rationale?
U.S. Looks To De-escalate Trade War With China As it Delays Some Tariffs On Chinese Goods. What Is Their Strategy?
Air Canada Raises Its Friendly Offer For Transat By 38% From $520 Million to $720 Million. Why The Massive Increase In Purchase Price?
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U.S. Labels China a Currency Manipulator as the Renminbi Hits 11-Year Low. Why Did China’s Currency Depreciate?
Crude Oil Hits Seven-Month Low as Trade War Slows Economic Activity. What’s Driving the Price Action?
Disney Bundles Disney+, Hulu and ESPN+ at $12.99 in a Challenge to Netflix. Will it Work?
A Conversation About July Factor Performance. Which Factors Produced Alpha?
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President Trump Escalates U.S.-China Trade War With New Tariffs. What Happened Now?
Federal Reserve Cuts Rates by 0.25%. What Did The Market Think?
Beyond Meat Insiders Cash Out Of Stock In Droves. How Should Investors Interpret This?
London Stock Exchange Strikes Deal To Acquire Refinitiv. Why Did LSE’s Stock Price Rally By More Than 20%?
A Discussion On Merger Arbitrage: A Strategy For Consistent Profits In The Market
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T-Mobile And Sprint Win Antitrust Approval For Their Merger. What Did The Parties Do To Obtain The Nod From The DOJ?
CannTrust CEO Fired And Chairman Resigns As Scandal At The Cannabis Firm Deepens. What Happens Now?
U.S. Economy Grows At 2.1% In Q2, Beating Expectations. Is The Fed Still Going To Cut Rates?
ECB Signals Upcoming Rate Cut And Potential Relaunch Of Monetary Stimulus. Why Is More Stimulus Necessary?
Regulator Opens Review Into Big Tech Firms’ Market Power. Why Is The Regulator Concerned?
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Netflix Stock Drops -10% As Growth Slows. Are Netflix’s Best Days Behind It?
Activist Hedge Fund Pershing Square Gets Tables Turned As Investor Unveils Activist Campaign At The Fund. What’s The Activist Looking To Achieve?
WeWork Founder Exits Stock To The Tune Of $700 Million Prior To IPO. Should Investors Be Concerned?
Symantec Shares Fall As Broadcom Pulls Bid. Why Did Talks Fall Apart?
The Trend Is Your Friend. A Discussion On Trend Investing
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Virgin Galactic To Go Public Via SPAC. What Is A Special Purpose Acquisition Company?
Can’t Trust CannTrust As Cannabis Firm Controversy Grows. What Did The Company Do Wrong?
Fed Chair Sets The Stage For A July Rate Cut. Will It Be 0.25% or 0.50%?
Bank of Canada Holds Interest Rates Steady at 1.75%. What’s Next For Canada’s Central Bank?
Additional Activist Opposes Hudson’s Bay Go-Private Offer As Company Hires Advisors. What’s Next?
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Donald Trump Halts Additional China Tariffs As Leaders Seek To De-Escalate Trade War. What Happened?
Group Mach Withdraws $14.00 Per Share Offer For Transat. Did Group Mach’s Bid Ever Have A Chance?
Canopy Growth Founder Bruce Linton Fired As CEO. Why Was He Ousted?
Loonie Hits 8-Month High As Canada Swings To Trade Surplus. Is The Loonie Rally Overdone?
Yields On European Bonds Hit New Lows As Christine Lagarde Nominated To Lead The ECB. Why Did The Market React So Favourably?
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Abbvie To Buy Allergan in $83 Billion Pharmaceutical Deal. What’s the Strategic Rationale?
Additional Activist Takes Stake In Hudson’s Bay As Shareholders Continue Push For Higher Price. What Next?
Transat Accepts Friendly $520 Million Takeover From Air Canada. Is it a Done Deal?
Eldorado Resorts To Acquire Caesars Entertainment in $17.3 Billion Deal. Why Did it Happen?
Stocks With a “Hot Hand” – A Discussion of Investing with Operating Momentum
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The Fed Hints At Rate Cuts And The Markets Rejoice. What’s Next?
Facebook Announces Its Libra Cryptocurrency. But Is Libra Really A Cryptocurrency?
Slack Goes Public Through Direct Listing, Defying Convention. Why Didn’t It Pursue A Traditional IPO?
Activist Skewers HBC As It Seeks A Substantial Increase In The Go-Private Offer. What Is Fair Value?
A Discussion On Quality Investing. Does It Actually Work?
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Germany Sells 10-Year Bunds Yielding -0.24%. Is The Bond Market The Real Dumb Money?
Online Pet Supply Retailer Chewy Soars Nearly 90% In Its IPO. Does Its Valuation Make Sense?
China’s Industrial Output Growth Slows To 17-Year Low. Is China Losing The Trade War?
Investors Seek To Take Retailer Hudson’s Bay Co. Private. Are Shareholders Getting A Fair Price?
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Trump Says He’ll Drop Mexican Tariffs As Countries Reach Deal On Migrants. Is a Deal With China Next?
Messaging App Startup Kik Interactive Sued By SEC Over $100 Million Cryptocurrency Offering. What Did They Do Wrong?
Canadian Unemployment Rate Hits Record Low As Canadian Economy Added More Jobs Than Expected In May. But Is The Economy Healthy?
U.S. Jobs Disappoint As The Economy Only Adds 75,000 Jobs In May. What Happened?
Transat Gets An Overbid From A Real Estate Developer. Is This A Legitimate Bid?
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President Trump Nukes USMCA As He Starts a Trade War With Mexico. Is Canada Next?
Carl Icahn Launches Activist Campaign On Occidental. Is the Anadarko Deal At Risk?
China Digs In Its Heels As It Threatens To Restrict Rare Earth Exports. What Happens Next?
T-Mobile and Sprint Look To Land DOJ Approval For Their Merger. What Are They Proposing?
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Rates On Hold As FOMC Stands Pat For The Time Being. What Are the Fed’s Next Steps?
Hedge Fund legend David Tepper Retires. What Happens To His Firm Appaloosa?
Google Suspends Huawei from its Android Platform as U.S.-China Relations Worsen. Where Does Huawei Go From Here?
FCC Chairman Recommends Approval of T-Mobile’s Acquisition of Sprint. Is This Deal Going To Close?
What Happens When We Combine The Value And Momentum Factors?
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Airline Consolidation Heats Up as Onex Acquires Westjet For $5 billion. What Makes This Deal Interesting?
Air Canada Bids For Air Transat And Puts The Company In Play. Hows Does The Quebec Government Play a Role In The Deal?
Chinese Economic Data Slows in April. What’s Behind The Numbers?
Trump Moves to Isolate Huawei as he Bans it From U.S. 5G Networks. How Does This Fit Into the US-China Tradewar?
A Discussion of AlphaRank, Which Represents Accelerate's Equity Ranking According To Its Proprietary Multi-factor Model
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U.S. China Trade War Escalates As Trump Implements Additional Tariffs. Where Is It Heading?
Occidental Wins The Anadarko Takeover Battle As Chevron Bows Out. But Did They Suffer The Winner’s Curse?
Canada Reports Blowout Jobs Numbers With Its Biggest Gain On Record. Take a Look At The Numbers.
Uber IPO Fizzles As It Drops Below Its Listing Price. How Low Can It Go?
Why You Should Pay Attention To Share Buybacks Not Dividends
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Buffett Backs Occidental in Pursuit of Anadarko Takeover with $10 Billion Investment. How Does This Change the Takeover Battle Dynamics?
Beyond Meat Sizzles in Stock Market Debut. How Does the Stock Stack Up?
U.S. Job Gains in April Exceed Forecasts as Unemployment Rate Falls to Lowest Since 1969. Can the Economy Get Any Better?
The Fed Holds Rates Steady as Powell Claims Inflation “Transitory”. What’s the Fed’s Next Step?
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Microsoft Market Cap Touches $1 Trillion As Q1 Results Beat Expectations. What Drove the Increase In Value?
Occidental Announces Hostile Bid For Anadarko, Setting Stage For Bidding War With Chevron. What Happens Next?
Bank of Canada Holds Rates Steady. What Is Their Next Move?
US Q1 GDP Beats Estimates. What do the Numbers Mean?
The Private Equity Mirage: How to Replicate Private Equity With Liquid Public Securities
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Zoom and Pinterest rocket higher on their stock market debuts. Is the IPO pop justified?
China economic growth stabilizes. Is it smooth sailing from here?
Canopy Growth to buy Acreage in $3.4 billion acquisition. What makes this deal unique?
Qualcomm shares rise +40% on the week. What happened?
Why is it bad to invest based solely on dividends?
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Disney announces its new Disney+ streaming service. Is this a death knell for Netflix?
Uber files for IPO. Should you buy the stock?
Saudi Aramco issues $12 billion in bonds amidst $100 billion in demand. What did the market think?
Chevron to buy Anadarko in $50 billion energy deal. Is there more to come?
FOMC minutes released. What’s the next move for the Fed?
The magazine indicator just flashed red. Time to sell everything or nah?
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Tradeweb goes public. Is it the future of bond trading?
Mixed jobs reports in Canada and the U.S. How to interpret the numbers.
Tesla first quarter disappoints. Can Musk get it back on track?
Andreessen Horowitz converts into a financial advisor. Will other VCs follow?
A discussion on the future of value investing, including why cash flow measures are superior to liquidation values.
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Canadian yield curve inverts. Is this bad for Canadian stocks?
LYFT goes public. Now what?
Apple expands its services offering. Why are they getting into TV, finance, gaming and news?
Schwab slashes financial advisor fee to $30 per month. Is this changing the game?
Brexit update. Will this unmitigated disaster ever end?
A discussion on various stock market timing signals including CAPE, dividend yield, Baltic Dry index, market cap to GDP and the yield curve.
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U.S. Treasury yield inverts: Is this a bad omen for the stock market?
IPOs: A great buy or is It Probably Overpriced?
Canadian banks: Is it time to go short?
Fed stands pat on rates: Where to from here?
Discussion: The Danger of Return Targeting
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Barrick & Newmont joint venture: Was Barrick’s hostile bid just a ploy?
Oaktree goes BAM. Did Howard Marks just call a market top?
Boeing 737 aircraft suffers tragic crash. What are the implications?
HEXO acquires Newstrike in $260 million deal. More to come?
No hard Brexit. Does anyone know what’s going on?
Discussion: 52-week high investing
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Jobs, jobs jobs! Canada vs U.S. head-to-head analysis of February job gains.
China exports tumble. Who’s winning the trade war?
Facebook pivoting to privacy? Yeah right!
Barrick and Newmont pursuing joint venture. Was the hostile bid just a ploy?
Norwegian SWF dumping oil stocks. Does this present an opportunity?
WeWork or WePlay?
Bank of Canada holds rates steady, blaming recent economic slowdown.
Questions: What is your outlook on interest rates?
Eugene Wei's "Status as a Service (StaaS)"
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Hostile takeovers - what are they and how do they work?
Q4 GDP growth figures and their implications for interest rates.
Wilson-Raubould testimony and its potential effect on TSX returns and the Canadian economy.
Chinese tariffs and where the trade war is heading.
Salient points from Warren Buffett’s annual letter to shareholders.
Barrick’s hostile bid for Newmont and why it’s unusual.
LYFT’s upcoming IPO and its financial performance.
How multi-billion-dollar endowments are investing their money.
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Kraft Heinz Kitchen Sink Quarter
Barrick Bluffs Newmont
PMO SNC Scandal
Walmart's Blowout Q4 Results
Fed's Balance Sheet Plans
Value Funds Aren't Value
Investor Dr. Herbie Wertheim
Blog: Innovators, Imitators and Idiots
Question: What's Arbitrage?
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An introduction to the Absolute Return Podcast, providing investors what they want - near real-time thoughts and analysis from professional hedge fund managers.
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