Upgrading Real Estate, Transportation to Market Weight; Smid-Caps With Bullish RS Reversals
Upgrading Real Estate $XLRE $VNQ and Transportation $IYT $XTN to Market Weight; Smid-Caps With Bullish RS Reversals as $SPX, $COMP Take a Pause;...
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U.S. Dollar (DXY) And Treasury Yields Breaking Out; Growing Number of Index/Sector Breakdowns
Odds of a deeper pullback to $SPX 4165-4200/the 200-day MA have increased following major breakouts in the U.S. dollar $DXY and Treasury yields...
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Treasury Yields Reversing Higher; U.S. Dollar and High Yield Spreads to Follow?
We continue to expect 4165-4200 to cap upside on the S&P 500, but a trip to 4300-4325 is possible. We continue to preach caution. Treasury yields...
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SPACTalk: Shining ALIGHT On The Process Of Separating the Wheat From The Chaff In The SPAC Space
While there is certainly a lot of chaff among SPACs/De-SPACs, there are also hidden gemsĀ to be discovered. We believe the recently completed De...
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MergerTalk: 3 Merger Deals Involving PACB US, GNW US and STC US Look Attractive Plays For Arbs
At AlphaSituations, we look for unusual spreads in announced US M&AĀ deals ofĀ >$400MN in sizeĀ with the intention of identifying and...
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