Weekly Notebook Review with Robert McGroarty

Weekly Notebook Review (June 16, 2022): Merger Arb, Munis, Options rolling off, China improving, etc.


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We reviewed some interesting discrepancies in merger arbitrage opportunities, the continued strength in the US Dollar, the changing & difficult Municipal Bond complex, the impact on Volatility with options rolling off this week, the improving Chinese equity markets due to a better economic outlook on the horizon, as well as much much more. 


Thanks to Mike Taylor & Nancy Davis for lending their insights and Hedgeye Nation for contributing to another great #WeeklyNotebookReview session!  


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Weekly Notebook Review with Robert McGroartyBy Robert McGroarty