6 days agoCash Plus: The Ultimate Upgrade to Cash for Enhanced ReturnsMay 30, 2023 — On November 9, 1993, legendary hip hop group Wu-Tang Clan released the song “C.R.E.A.M.”, an acronym for Cash Rules Everything Around Me. The song featured verses from several Wu-Tang members, who discuss their upbringings while living in New York City. While Raekwon, Inspectah Deck, and Method…Yield5 min readYield5 min read
May 28M&A Revolution: Riding the Wave of ConsolidationMay 28, 2023 — “Sell in May and go away” goes the old Wall Street adage. For those who abide by this mantra, hopefully, they did not sell their Nvidia stock (up more than 40% this month!). The origins of this saying can be traced back to the historical patterns…Mergers And Acquisitions8 min readMergers And Acquisitions8 min read
May 7Accelerate Monthly: Defending Against the Debt Ceiling DebacleMay 7, 2023 — There are plenty of odd, but accepted, norms in the investment management industry. Specifically, one revolution around the Sun is noteworthy for measuring everything from a loan interest payment schedule to income tax frequency to bond duration, etc. Moreover, we judge an investment strategy’s performance by…Hedge Funds11 min readHedge Funds11 min read
Apr 30AlphaRank SPAC Monitor - Come On In, The Water’s FineApril 30, 2023 — Recession. Inflation. Inverted yield curve. Equity valuations. Banking crisis. Rate hikes. Debt ceiling. Defaults. War. The list of economic, geopolitical, and market concerns is extensive. However, once we take stock of all the pressing issues that are top of mind for investors, it generally boils down…Artificial Intelligence7 min readArtificial Intelligence7 min read
Apr 26AlphaRank Merger Monitor - A Bull Market in Biotech M&AApril 26, 2023 — The first documented lottery was held in China during the Han Dynasty between 205 and 187 BC. These lotteries raised funds for large projects, including the Great Wall of China. Thousands of years later, the first lotteries began in the U.S. around the 18th century to…Arbitrage6 min readArbitrage6 min read
Apr 8Accelerate Monthly: Is The Banking Crisis Over?April 8, 2023 — The “Fed put” is the perceived policy action from the U.S. Federal Reserve to intervene in the financial markets during times of economic distress and market volatility to support asset prices and stabilize the financial system. After Silicon Valley Bank rapidly fell and entered receivership, other…Stocks11 min readStocks11 min read
Apr 1AlphaRank SPAC Monitor - IPO: It’s Potentially an OpportunityApril 1, 2023 — “It’s probably overpriced,” is a common Wall Street adage when talking about initial public offerings. Historically, participating in IPOs has produced mixed results for investors. Some of the more cynical market participants regarding IPOs may use the phrase, “idiots purchase only”. There has been a myriad…Spacs5 min readSpacs5 min read
Mar 25AlphaRank Merger Monitor - Dodging Land Mines in Merger ArbitrageMarch 25, 2023 — Increased regulatory scrutiny, particularly the probing by antitrust regulators, can make mergers and acquisitions more challenging to consummate and require a longer duration to complete. Antitrust laws aim to promote competition and prevent anti-competitive behaviour, such as monopolies, in the marketplace. When companies propose to merge…Mergers And Acquisitions6 min readMergers And Acquisitions6 min read
Mar 12Accelerate Monthly: 2008 Redux?March 12, 2023 — “I have not seen it like this since I went $5 bid for half a million shares of Citi group and got hit in 1990!” …Investing15 min readInvesting15 min read
Mar 1AlphaRank SPAC Monitor - Desperate Times Call for Creative MeasuresMarch 1, 2023 — When faced with challenging circumstances, routine methods and strategies may not work. In difficult environments, out-of-the-box thinking and creativity can overcome seemingly insurmountable hurdles. The surge in inflation, an equity bear market, and the dramatic rise in interest rates over the past couple of years has…Spacs6 min readSpacs6 min read
