Monday Monitor

The next few weeks may be a bit dull around here

Some highlights from this weekend’s Event Driven Monitor

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The Event of the Week

The next few weeks may be a bit dull around here. We remain convinced that the best strategy is to step away and await the US equity market crash. KEDM is long overseas markets (they’re working), we’re long gold (it’s working), and not much else is working in US markets, besides Ponzi.

The only mildly interesting event for us this week is combing through the 13Fs as the deadline was this past week. Yes, its stale, especially after it printed pre-Liberation. That said, we always scroll through to get a sense.

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Kuppy’s Tweet of the Week

 


Chart and Kliff Note of the Week

CEO Turnover Monitor: It hit the fan with UNH this week as the CEO stepped down moments before news broke that the Company was under criminal probe by the DOJ for Medicare fraud.

Cluster Insider Buy Monitor: BIG cluster over at UNH (CEO, CFO and 4 Directors) all stepped up to buoy the stock. Stock down by half in a month still…


Strategic Alternatives Monitor:  Franklin Street Properties popped 20% this week as the company announced that it has initiated a review of strategic alternatives, and hired BofA as advisor.

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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!

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