Catherine Walsh

The Long-Game Strategist

Analysis

Tesla's Future on the Line: Merger Rumors with SpaceX Resurface

Speculation around a Tesla-SpaceX merger stirs volatility in TSLA, amid high short interest in Space…

Jul 23, 2026
Analysis

NovaGold's Acquisition of Donlin Gold: A New $4.2B U.S. Gold Player

NovaGold's strategic acquisition of Donlin Gold positions it as a key player in the U.S. gold mining…

Jul 22, 2026
Analysis

Geopolitical Risks: Assessing the Impact of US-Iran Tensions on Market Sectors

The US-Iran conflict presents risks that could impact energy, defense, and transportation sectors, w…

Jul 21, 2026
Analysis

AtaiBeckley Shares Soar on Eli Lilly Buyout Speculation: What Traders Need to Know

AtaiBeckley shares jumped 66% amid rumors of a potential buyout by Eli Lilly, sparking interest in t…

Jul 16, 2026
Analysis

Dan Ives Leaves Wedbush: What It Means for Tech Research

Dan Ives's departure from Wedbush to form Yorkville Ives may reshape tech research dynamics.

Jul 15, 2026
Analysis

Equifax Expands Its Reach: Analyzing the $750 Million Círculo de Crédito Acquisition

Equifax's acquisition of Círculo de Crédito for $750 million signals a strategic expansion into Lati…

Jul 7, 2026
Analysis

Bloom Energy's Short Squeeze: What Brookfield's $25B Financing Bet Reveals About Clean Energy Markets

Brookfield's five-fold increase in clean energy financing catalyzes a short squeeze in $BE, signalin…

Jul 2, 2026
Analysis

Marriott and Coca-Cola: A Strategic Beverage Partnership

Marriott has named Coca-Cola its global beverage partner, marking a significant strategic shift in t…

Jul 1, 2026
Analysis

Ingredion's Strategic Sale: Analyzing the $165M Divestiture of Pakistan Business

A look into Ingredion's $165M sale of its Pakistan business and its implications for future investme…

Jun 30, 2026
Analysis

Bio-Techne Surges: Analyzing the Merck KGaA Buyout Deal's Market Implications

Bio-Techne shares surged following Merck KGaA's $11.3 billion buyout announcement, indicating strong…

Jun 25, 2026
Analysis

Prologis' Rejected $16.6B Bid: Implications for US Investors

Prologis' rejected bid for Segro raises questions about growth and shareholder value in logistics re…

Jun 24, 2026
Analysis

MSCI's $120 Million Acquisition of First Street: Analyzing the Impact on ESG Data Strategies

MSCI's acquisition of First Street for $120 million enhances its ESG capabilities, reflecting a grow…

Jun 24, 2026
Analysis

Public Storage Moves to Consolidate Canadian Operations in $1.2B All-Cash Deal

Public Storage announces a $1.2 billion acquisition of its Canadian operations, aiming to streamline…

Jun 23, 2026
Mergers

Chicago Atlantic's Merger: A New Era in Real Estate Finance

Chicago Atlantic's merger marks a pivotal moment in real estate finance, promising growth and operat…

Jun 18, 2026
Merger

ZRG Acquires Fortium to Enhance On-Demand Executive Leadership Services

ZRG's acquisition of Fortium strengthens its position in the executive leadership market.

Jun 16, 2026
Analysis

Xerox Stake Increase: What It Means for Investors Ahead of Q2 Earnings

STARTEEPO Invest's increased stake in Xerox signals institutional confidence ahead of Q2 earnings.

Jun 4, 2026
Analysis

Destination XL Group Reevaluates Merger with FullBeauty Brands: What It Means for Investors

Destination XL Group's reevaluation of its merger with FullBeauty Brands raises questions for invest…

Jun 3, 2026
Markets

Gran Tierra Energy's Tisquirama Contract Milestone: Implications for Growth

Gran Tierra Energy completes key regulatory conditions for the Tisquirama contract, signaling operat…

May 27, 2026
Analysis

Skyworks' Exchange Offers for Qorvo Notes: A Step Towards Industry Consolidation

Skyworks initiates exchange offers for Qorvo's senior notes, signaling a significant move in the sem…

May 21, 2026