Dr. Calhoun's Blog

12.01.17 FT – Vast Malls Fail to Lure China’s Elusive Consumers.pdf

gcalhoun — Sun, 29 Jan 2012 20:14:14 +0000

12.01.17 FT – Vast Malls Fail to Lure China’s Elusive Consumers

It is important to understand the argument made here — the stalled shift in the Chinese economy from “investment driven” to “consumption driven”…

102-12 Merger Arb (2)-a Readings

gcalhoun — Fri, 27 Jan 2012 17:42:11 +0000

07.12.04 WSJ – Soothing Words for Arbs in 3Com

09.09.08 FT – Cadbury Snubs Kraft Offer

09.09.08 WSJ – Cadbury Sour on Kraft Bid

09.09.09 WSJ – Hershey Challenge to Kraft Looks Like a Tall Order

09.09.14 FT – Cadbury Hits at Low-Growth Kraft’s Strategy

09.09.14 WSJ – Cadbury Lays Out Kraft Rejection

09.11.10 WSJ – Cadbury Craves a Sweetener

10.01.20 WSJ – Hershey on its Own Has Limited Options

10.01.20 WSJ – Kraft Swaps Nest Egg for Cadbury

10.08.24 WSJ – Chinese Potash Bid Risks Takeout Premium

10.08.25 FT – BHP Faces Hurdle of Shareholder Vote in Hostile Bid for Potash Corp

102-12 Merger Arb (2)-a.ppt

gcalhoun — Fri, 27 Jan 2012 17:37:02 +0000

102-12 Merger Arb (2)-a

Central Bank Asset Sheets

gcalhoun — Fri, 27 Jan 2012 17:15:00 +0000

12.01.27 WSJ – Central Banks Diversify Their Arsenal.pdf

gcalhoun — Fri, 27 Jan 2012 17:13:42 +0000

12.01.27 WSJ – Central Banks Diversify Their Arsenal

12.01.24 WSJ – Quiet on the Dow – Too Quiet.pdf

gcalhoun — Wed, 25 Jan 2012 00:01:00 +0000

12.01.24 WSJ – Quiet on the Dow – Too Quiet

About correlation, volatility etc. – very interesting update…

102-12 Merger Arb (1) – Readings

gcalhoun — Fri, 20 Jan 2012 23:12:31 +0000

05.03.01 WSJ – Weak Retailers May See an End to Stock Booms

07-10-08-wsj-archstone-txu-reward-beleaguered-arb-traders-deal-journal-wsj

07.02.26 WSJ – Bidders Try to Pre-Empt Gridlock in TXU Deal

07.06.02 WSJ – Behind the Bancrofts’ Shift at Dow Jones – WSJ.com

09.11.03 FT – Stanley in $4.5 Bn Black and Decker Merger

10.08.20 WSJ – Intel’s Security Glitch with McAfee

10.08.24 WSJ – 3PAR Heads to the Clouds

10.08.24 WSJ – HP Trumps Dell with Offer for 3PAR 10.08.27 WSJ – Tech Titans in Bidding War

102-12 Merger Arb-1.ppt

gcalhoun — Fri, 20 Jan 2012 23:09:14 +0000

102-12 Merger Arb-1

11.12.21 WSJ – A Path to Value – Spinoffs

gcalhoun — Fri, 20 Jan 2012 17:51:00 +0000

You may find this helpful…

12.01.10 WSJ – German Yields South of Zero.pdf

gcalhoun — Thu, 19 Jan 2012 18:53:11 +0000

12.01.10 WSJ – German Yields South of Zero

Extreme “Flight to Safety” –