U. S. Equity Strategy: Still Bullish, But Also Extended Near-Term
Despite the Nasdaq 100 getting quantitatively extended, the weight of the evidence continues to suggest that our bullish outlook remains...
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Yum/McDonald's Pair Trade: An Enticing Market Neutral Return
Yum! Brands Inc (YUM US), the operator of quick-service restaurant chains KFC, Pizza Hut and Taco Bell, underperformed most of its peers over the...
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Starboard Value. The Game Changing Activist Investor That Doesn't Take No For An Answer.
New York based activist investor firm Starboard Value has been intricately involved in shaping the fortunes and futures of two high profile...
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Some (Red) Lobster to Go with that Tuna?
The Deal: Tuna & Lobster. Yesterday, Thai Union, the world's largest seafood company which we first profiled in Food Fight: CPF Vs TU ,...
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