Alpha Ideas

Some stuff I am reading today morning:

Trade Unions call for Bharat Bandh today (DH)

What farmers don’t like in India-US deal (FE)

The SaaS bloodbath (East Wind)

The AI fueled Software meltdown (Yahoo)

The case for Indian Secondary Funds (Forbes)

The boom in Continuation Vehicles (CAIA)

Bitcoin Bears take victory laps (Coin Desk)

Building an Antifragile Portfolio (DR)

Dispersion (Oaktree Capital)

Everything can be bet on (Les Barclays)