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The Special Situation Report
InsideArbitrage Special Situations Newsletter: June 2025
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InsideArbitrage Special Situations Newsletter: June 2025

Monthly newsletter covering two spotlight ideas, M&A activity, custom screens and more.

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Asif
Jun 01, 2025
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The Special Situation Report
The Special Situation Report
InsideArbitrage Special Situations Newsletter: June 2025
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Notes
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Is it the Koreans?

A phenomenon that has confounded me over the last two years is just how brief downturns have been in the market. Every drop inevitably turns into a buying opportunity and reinforces "buy the dip" behavior.

The extreme volatility and downturn we saw in early August 2024, due to the impact of a small increase in Japanese interest rates on…

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