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Reacting to the bifurcation

There continues to be a divergence in sector movements as the Trump era dawns with financials, industrials and energy infrastructure booming (energy had a short lived spurt, but is back in freefall) and technology and yield stocks taking a beating. For yield, the rationale is that Trump's plan to drastically cut

No pot of gold at the end of the rainbow

After the Trump victory today there was a lot of excitement amongst corporate finance professionals working in the precious metals mining space, as Brexit 1.0 came with a slew of gold miner equity raises with decent investor appetite and few hung deals. As the fees on these raises are quite substantial,

President Trump

We are watching the conclusion of Brexit 2.0 in bemusement as markets sink to circuit breaker thresholds. Although the market will be decidedly risk-off tomorrow and perhaps the next little while, there are plenty of opportunities to take advantage of in the coming weeks as the dust settles. Lamentably, it is

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