Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
Trump won!! Naturally, we wonder if we’re positioned right for what comes next. What does Round 2 look like?? Is it like Round 1 where he spends most of the day golfing, and occasionally tweeting about how great the market is?? (Remember those 150bps rippers every afternoon??) Or does he actually try and Make America Great Again??
And what’s the play?? Fortunately, your friends at KEDM have tried to simplify things for you…
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
Announced Buyback Monitor: Marathon, MPC, took in yet another $2.7B in the Q and is up to over $10B in the TTM. They topped off their existing program by $5b and have $8.5b tee’d up. Worth noting they are sitting as number 6 on the Buyback Leaderboard as well.
CEO Turnover Monitor: DLTR sacks its Chairman and CEO and appoints an interim head as the stock approaches its Covid lows.
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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!