Explore expert insights, strategic thinking, and real-world advice in our blog.
Share Now:
*COMMVAULT EXPLORES SALE AFTER GETTING TAKEOVER INTEREST: RTRS (fri afternoon)
Two Harbors Investment Corp.: PREM14A 2026/04/10 (nothing incremental in background)
*DEVON ENERGY FILES MIXED SECURITIES SHELF *LENNAR FILES MIXED-SECURITIES SHELF
*SANDISK CORPORATION TO JOIN THE NASDAQ-100 INDEX
*RIO IS SAID TO DRAW INTEREST FOR US CRITICAL MINERAL ASSETS (fri afternoon)
Cisco in Talks to Buy Astrix for at Least $250m: Information (private)
Leonard Green Nears $3 Billion Deal for Cumming Group, FT Says (PE owned)
PolyPeptide Is Said to Attract Takeover Interest From EQT, KKR (swiss)
GFL Said to Near Deal to Buy Secure Waste for Over $4.3 Billion (cad/pinks)
Hedge fund Third Point indicated it won’t pursue a proxy fight in CoStar Group and has sold its entire stake in the company, Reuters reported, citing people familiar and a letter
*CCS CLEARS ACQUISITION OF ADVANCED MICRO BY GLOBALFOUNDRIES
——-
*TRUMP SAYS US WILL BEGIN BLOCKADE OF SHIPS TO AND FROM HORMUZ *US HAS NOT YET REACHED AGREEMENT WITH IRAN, VANCE SAYS *US M- ILITARY SAYS IT WILL BEGIN HORMUZ BLOCKADE 10AM ET MONDAY
Disclaimer: This publication is for general informational and educational purposes only. It is not investment advice, does not take into account individual circumstances, and should not be relied upon for making investment decisions. The views expressed are solely those of the author and do not represent the views of any employer or affiliated institution.
Two weeks of the Basic Plan, the weekly Positioning Report and the Asset-Class Matrix.
Stay Current on Positioning Intelligence
Sign up to receive Rick's weekly reports and updated positioning data straight to your inbox.
Fill out the form for complimentary access to the Offsides Macro Positioning Suite, including the weekly macro deck and the full interactive positioning analytics dashboard. Foundational access period. This will transition to subscriber access.
