Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
We expect equities to keep declining. As noted many times, MAGA is NOT bullish for risk assets. Just go re-read our past 3 months of commentary (or you’ll get the gist just based on the titles: Bear Porn, The Bell Is Ringing, More Bear Porn, Mean Reversion is Imminent, Where Did the Margin Go, TINA Died in 2025).
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
Cluster Buy Monitor: The new CEO at WOOF, who was previously the CEO at FIVE, purchased almost $5m of shares in the open market. Don’t forget that he received a $15m one-time equity incentive upon taking the helm.
13D and Activist Monitor: Previous mention Ingevity entered into a cooperation agreement with the activist Vision One. Activist got a board seat and also agreed to usually standstill provisions. Look, we told you before that these guys dominate the market in carbon products. These “honeycombs” are installed right next to your gas tank and minimize the emissions from gasoline vapor in ICE vehicles.
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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!