InsideArbitrage Special Situations Newsletter: June 2025
Monthly newsletter covering two spotlight ideas, M&A activity, custom screens and more.
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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