TRADE WITH CONVICTION

Saturday, August 29, 2026
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James McAllister

The Wall Street Veteran

Markets

AES Gains CFIUS Approval for Consortium Sale, Removing Major Deal Risk

AES’s CFIUS clearance removes a major regulatory hurdle, potentially narrowing the remaining deal sp…

Aug 28, 2026
IPO

Hecate Energy Advances Toward Nasdaq Listing Under Planned Ticker HCTE After Lender Disputes

Hecate Energy and EGH Acquisition Corp. report progress toward a planned Nasdaq listing under $HCTE …

Aug 28, 2026
Markets

Canada’s US Seafood Tariff Exemption Signals Targeted Easing in Trade Retaliation

Canada’s decision to exempt US seafood from retaliatory tariffs suggests calibrated trade pressure, …

Aug 27, 2026
Markets

Velocity Financial to Manage Toorak’s $3 Billion Loan Portfolio in Operating Platform Deal

Velocity Financial’s agreement to acquire Toorak’s operating platform would expand its role in busin…

Aug 27, 2026
Markets

Victory Capital’s $7 Billion First Eagle Deal Signals Accelerating Asset-Management Consolidation

Victory Capital’s proposed $7 billion acquisition of First Eagle could reshape the US asset-manageme…

Aug 26, 2026
Markets

Victory Capital's $7 Billion First Eagle Deal Puts Asset-Management Consolidation in Focus

Victory Capital's proposed $7 billion acquisition of First Eagle puts consolidation pressure and NYS…

Aug 26, 2026
Markets

McKesson’s $2.25 Billion Precision Medicine Deal Puts Healthcare M&A in Focus

McKesson’s $2.25 billion Precision Medicine Group acquisition expands its healthcare-services footpr…

Aug 25, 2026
Technology

BlackBerry’s QNX Bets on Robotics and Physical AI as Its Next Growth Engine

BlackBerry is expanding QNX beyond automotive into robotics and physical AI, giving investors a new …

Aug 25, 2026
Markets

nVent’s $1.75 Billion Maverick Power Deal Targets the Electrification Boom

nVent’s $1.75 billion Maverick Power acquisition marks a major bet on power infrastructure and the b…

Aug 24, 2026
Markets

UPS Puts $2 Billion Behind a Higher-Margin Logistics Pivot

UPS is investing more than $2 billion in international, healthcare and supply chain operations as co…

Aug 24, 2026
Markets

Charter Closes Cox Acquisition With $1 Billion Annual Synergy Target

Charter has completed its Cox acquisition, creating a major U.S. broadband operator with a potential…

Aug 23, 2026
Markets

Charter’s $1 Billion Cox Synergy Target Puts Cable Consolidation Back in Focus

Charter has closed its Cox acquisition, putting a potential $1 billion in annual synergies and integ…

Aug 22, 2026
Markets

Citadel Unwinds More Than 80% of Situational Awareness Risk as Markets Navigate Rate Volatility

Citadel’s rare risk disclosure gives traders a fresh signal on positioning, liquidity and rate-drive…

Aug 21, 2026
Markets

Gold Rebounds as U.S. Debt Fears and Treasury Yields Drive Safe-Haven Demand

Gold’s rebound, a weaker dollar and elevated Treasury yields are reshaping the macro backdrop for U.…

Aug 21, 2026
Markets

Arctos’ Atlanta Falcons Deal Puts $10.6 Billion Sports Valuation in Focus

Arctos’ proposed 10% Falcons stake highlights institutional demand for scarce sports assets and pote…

Aug 20, 2026
Markets

Stocks End Three-Day Slide as Falling Yields Lift Equities; Moderna Surges

U.S. stocks snapped a three-session decline as falling Treasury yields supported equities, while Mod…

Aug 20, 2026
Markets

Curaleaf’s Hostile Aurora Cannabis Bid Sets Up a High-Stakes North American Cannabis Showdown

Curaleaf’s hostile bid for Aurora Cannabis creates binary deal risk, board resistance and potential …

Aug 19, 2026
Markets

Tech Selloff, Rising Bond Yields and Hormuz Tensions Pressure U.S. Stocks

U.S. stocks face a three-way test as technology weakens, bond yields rise and Hormuz tensions lift o…

Aug 19, 2026
Markets

Curaleaf’s $4-A-Share Aurora Cannabis Bid Opens a New Chapter for North American Cannabis

Curaleaf’s $4-per-share bid for Aurora Cannabis creates a cross-border consolidation test and a pote…

Aug 18, 2026
Markets

Treasury Yield Shock and Hormuz Crisis Put US Stocks Under a Dual Macro Squeeze

A 19-year high in long-term Treasury yields and a Hormuz-driven oil shock are tightening conditions …

Aug 18, 2026