Intuition. Perception. Perfection.

     On Wall Street, there’s a saying that goes a little something like this. ‘This time, it’s different.’ And quite frankly, this time, things are indeed different. A bull market that has run for well over a decade, while shrugging off anything that may even seem like an obstacle. An American President who once ranted about the market being in bubble territory during his election campaign, now claiming credit for America’s booming economy and even stating that the same surging markets would crash if he was impeached. The same American President engaging in a trade war with and taking on the biggest holder of his country’s debt. The same American President first threatening a nuclear war against and then palling up with the Hermit Kingdom’s Kim. And the other Kim’s husband pushing back his 2020 Presidential bid to 2024 and then claiming that he’s distancing himself from politics and completely focusing on ‘being creative’. It may be 2018 but nothing makes sense anymore.        On

     Elliott. Perhaps no other name strikes as much fear into the heart of an underperforming or poorly managed company. For years, Paul Singer and his band of merry men have circled and attacked companies in play, companies in the midst of management overhauls and companies that have performed well below their full potential to take on the bidders and managements and enforce a higher offer price or change in management. All of Elliott’s targets seem to have had a common characteristic – a stock price well below where it should have been.      Elliott’s approach is opportunistic and far from friendly, to say the very least. It takes sizeable stakes in companies that are vulnerable and valued by the market at far lower levels than they deserve, and then launches public campaigns and attacks against the company managements, goading them to improve financial performance, sell underperforming divisions or non-core assets, buy back shares, pay more dividends and in extreme cases, ove