InsideArbitrage Special Situations Newsletter: May 2026
Monthly newsletter covering two spotlight ideas, M&A activity, custom screens and more.
Party Like Its 1999
The current market makes me extremely uneasy. With the S&P 500 trading at all-time highs, we are one of the most expensive markets in the world.
I was at the CFA Society Dinner in Omaha yesterday, which featured a talk by Meb Faber, and he mentioned that we are trading at a Shiller CAPE of 40.94. This is Robert Shiller’s P/E ratio that…
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