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Excerpts

On Insider Trading

Source: Les Barclays

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Links

Linkfest: 12 February, 2026

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)

Categories
Chart

Going Nuclear

Source: Economist

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Chart

Falling Fertility

Source: Financial Times

Categories
Links

Linkfest: 11 February, 2026

Some stuff I am reading today morning:

Gold ETFs inflows exceed that of Equity (CM)

OFS in BHEL (MC)

Why Textile stocks tumbled (Fortune)

Turmoil at Peak XV Partners (Inc 42)

Mandatory service charge illegal at restaurants (DH)

Theme: Recycling Stocks (FE)

Sell Side Research: Man Industries (SBI Securities)

Why Consensus Fails (Nick Maggiulli)

Europe wants alternatives to Visa, Mastercard (FT)

Cuba in crisis due to oil embargo (WSJ)