Some highlights from this weekend’s Event Driven Monitor
Have a friend with an ED (“Event-Driven”) problem? Forward this newsletter to them and they can sign up for their own ED fix right to their inbox:
NEW USERS RECEIVE A FREE 4-WEEK TRIAL
The Event of the Week
In 2006 and 2007, we were bearish. We told everyone we knew, that large banks would fail. We knew that the financial systems was wobbly. Then, somehow, in 2008, we got clobbered, even though we had lots of shorts on the books….
Subscribe Now To Keep Reading…
Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
13D and Activist Monitor: MAGA activist campaign continues at US Steel. At the start of the week, activist Ancora published a presentation detailing their plan (enjoy the 120 slides as Sunday reading!!). Shortly after, U.S. Steel management came out firing at activist Ancora’s strategic plan, calling it inconsistent, unrealistic, and self-serving.
Strategic Alternatives Monitor: For those of you are not familiar with the story, Harley Davidson got a new CEO in 2020, Jochen Zeitz, who has been pushing the company closer towards “inclusion” “LGBTQ friendly” “woke” concepts. Take a look at the stock chart to see how that worked out. But things may be turning. First we heard HOG is abandoning DIE/Wokeism.
Subscribe Now for More Event-Driven Opportunities
Kuppy’s Event Driven Monitor scans over 20 corporate events for market moving information and distills them into our propietary “Kliff Notes.” One profitable trade should more than cover an annual subscription and access to the Event Driven chatroom!