creditmarket
Since tech acquirers discovered last summer that they could still do deals during a pandemic, they have spent at a historic rate – ever-larger acquisitions at ever-higher valuations by pretty much every type of buyer. The trillion-dollar shopping spree over the past 12 months has been a run for the ages, and shows no sign of slowing. A little bit of historical data indicates the unprecedented heights of the recent rebound. Q2 2021 hedge fund letters, conferences and more According to 451 Research's latest quarterly tech M&A report, of the roughly $6.8 trillion dollars' worth of tech deal flow ...
ValueWalk
Stocks gave up some of Monday‘s strong gains, but I find it little concerning in the sub-3,900 pre-breakout meandering. It‘s about time, and a play on the tech sector to participate meaningfully in the coming rally (or at least not to stand in the way again). [soros] Q4 2020 hedge fund letters, conferences and more Talking obstacles, what about today‘s non-farm employment change, before the really key Fri‘s release? A bad number makes it less likely for market participants to bet on the Fed raising rates soon – but frankly, I don‘t understand where this hawkish sentiment is coming from, now wh...
ValueWalk
Stocks thoroughly rebounded yesterday, and corporate credit markets did even better. These are optimistic signs as the shape of the correction has been decided – again, as shallow, less than 5% one. Long-term Treasuries are no longer in a free fall, volalility has retreated back to the low 20s, and the put/call ratio swung back towards the bottom of its recent range. Q4 2020 hedge fund letters, conferences and more A Correction in Stocks?Technology has rebounded as well, and the microrotations in the stock market keep being the haollmark of stock bull‘s health, and the risk-on (high beta) sect...
ValueWalk
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