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Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

If you hate high finance and leave, fine but why rule it out before even trying? On the other hand, timing the market would not have worked well during 2022 because that was a gradual decline rather than a crash triggered by one specific catalyst.

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These stocks could see strong gains around their analyst days, Goldman says

CNBC: Investing

Buying calls 5 days before the analyst day and selling 1 day after has resulted in +18% return on premium on average and was profitable each year except 2008 and 2022 when macro moves overwhelmed the short-term alpha of the strategy," the note said.

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People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more…

The TRADE

Murden previously served at Redburn between 2004 to 2022 before leaving to join RBC. “Reto has a superb reputation with the Swiss clients and beyond. Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Pete Murden is also set to re-join the firm in July from Tourmaline.

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Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

It seems like a lot of issuers are trying to finance or fund next year’s capital needs and are getting ahead of it opportunistically. On the equity capital markets (ECM) side, volumes are up significantly, close to double from last year, and even more so since 2022. It’s been busy.

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Buffer ETFs keep booming, and Wall Street is now betting investors want more options

CNBC: Investing

The ETF category took off after 2022, which saw stocks and bonds fall in tandem and created an opening for a product that offered additional downside protection. Performance and risks Buffer ETFs are an outgrowth of bespoke structured products and even mutual funds before them. Generally speaking, buffer ETFs seem to have performed well.

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Cooley’s 2024 Life Sciences M&A Year in Review: M&A Slims Down in 2024, but Will Appetites Grow in 2025?

Cooley M&A

This stands in stark contrast to 2023, when life sciences M&A outperformed the market with a 50% increase in deal value from 2022 compared to a 17% decline in overall M&A activity across all industries. Luckily, theres more to this years story.

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Financial advisors are turning to this asset class for diversification and stability as uncertainty rocks markets

CNBC: Investing

In 2022, BTAL did just that, rising around 20% while the S & P 500 tumbled more than 19%. The fund lost more than 11% in 2022's tumult, but it's up more than 8% this year. Market Neutral Anti-Beta Fund (BTAL) in the past 12 months BTAL aims to provide negative beta exposure to U.S.

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