Alpha Ideas

Some stuff I am reading today morning:

Canada unveils retaliatory tariffs on US (CNBC)

Let the Bond Market speak (Stanley Druckenmiller)

Delhi HC dismisses NSE IPO plea (NDTV)

Sugar prices rise (DH)

Bitcoin tops $80,000 (MC)

Uranium prices surge (OP)

Stock Analysis: HBL Engineering (Dr Vijay Malik)

OnlyFans owner received $700M in dividends (FT)

Autonomy & Innovation (Stratechery)

Degeneracy is a Symptom (Henry Fudge)

Some stuff I am reading today morning:

Hindustan Copper OFS (NDTV)

US launches ‘Operation Economic Outcast’ (CNBC)

Dark Transits in Strait of Hormuz (CNN)

TCS to buy Porsche’s IT Consultancy (DH)

Company: Natco Pharma (BI)

Sellside Research: Dhoot Transmission (Ambit)

2 Pharmacy Stocks (FE)

Nvidia’s risky business (Stratechery)

Everyone hates bonds (CS)

The economic war goes nuclear (DR)