Toxic Cocktail
Increasing Systemic Risks:Events are moving quickly and the fluidity of this pandemic has created a destructive amount of market volatility,...
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TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
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MergerTalk:T-Mobile US/Sprint-Why A Price Reset For This Deal Is Not Inevitable
The regulatory path to deal completion is virtually guaranteed following US District Court threw out the States AGs case against the merger. While...
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Global Stall Speed Growth
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
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Risks In Leveraged Lending Skyrocketing - Watch For The Big Offload
The sell-off in 2H18 credit markets was widespread due to global slowdown fears and nearly culminated with Jefferies (JEF) in a Lehman-style event....
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