Alpha Ideas

Linkfest: 20 May, 2026 (opens in new tab)

Some stuff I am reading today morning: US 30 Year Treasury yield tops 5.19% (CNBC) How Trump backed off attacking Iran (CNN) India loses all slots in top 100 cos (MC) FMCG prices set to rise (FE) One Hedge Fund holds key to Ukraine (Bloomberg) Bonds, Barrels and Bulls (ML) The Case for Shorting (Verdad) […]

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