TRADE WITH CONVICTION

Monday, September 7, 2026
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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 broader electrificati…

James McAllister • Aug 24, 2026
Markets
Martin Marietta’s Lhoist Combination Puts Strategic Weight Behind $MLM

Martin Marietta’s completed Lhoist North America combination expands its materials platform, putting integration and pot…

Marcus Rivera • 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 core parcel volumes re…

James McAllister • 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 $1 billion annual s…

James McAllister • 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 integration execution at …

James McAllister • 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-driven volatility without…

James McAllister • 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.S. equities and defe…

James McAllister • 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 potential implications f…

James McAllister • 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 Moderna stood out and k…

James McAllister • 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 volatility for both …

James McAllister • Aug 19, 2026
Markets
Virtu Financial Rises on Takeover Speculation as Volatility Boosts Market-Maker Appeal

Virtu Financial gained amid takeover speculation, but no acquirer or deal terms were disclosed. Elevated volatility may …

Sarah Chen • 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 oil prices.

James McAllister • Aug 19, 2026