Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
Our TWTR feeds are filled with Trump-trade rhetoric and it’s pretty consensus at this point. We get it, Trump and JD are looking for low rates to make us great again – dollar smash, gold up, reshoring, energy, BTC, with a sidecar of tech-crack down. Seems like everyone is finally realizing all paths lead to inflation…shocker..
And speaking of strange inflation themes, Kenny Griffin just lifted a stegosaurus for $45m. Funny enough, we kicked around buying some physical fossils internally back in 2023…
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
Worth noting the Interim CEO of CTRN stepped up for $5m. CTRN has been on our 13D Monitor is recent months as Fund1 continues to hoover up shares and push for change. In February, CTRN entered into a cooperation agreement with Fund and announced a board refreshment putting in a NKE veteran in place. The previous CEO stepped down in May. Worth keeping an eye on how things progress here…
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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!