Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
Turning to the markets, as traders, we recognize that sometimes there’s a whole lot to do, and sometimes the best thing to do is absolutely nothing. In this game, you get no points for fighting boredom. Sometimes, it’s best to just sit and wait it out. We’re in such a world.
While we are outright bearish on the economy, our favorite ideas are trending, and we expect them to keep trending (check out the Insights section of KEDM to re-read each thematic)
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
Announced Spin-off Monitor: KBR is planning to spin off its MissionTechnology Solutions business, hoping to complete to spin by mid to late 2026. The MTS SpinCo plans to continue to scale as a critical government service provider, while RemainCo New KBR will continue to build on its sustainable technology solutions business.
Buyback Monitor: Marvell Tech, MRVL announced a new $5b program (~7%) with $1b being accelerated. They’ve pulled in well over $1b in the TTM
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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!