The Special Situation Report

The Special Situation Report

InsideArbitrage April 2026 Mid-Month Update - A Potential Software Deal

Asif's avatar
Asif
Apr 15, 2026
∙ Paid

This is one of the strangest markets I have seen in 25 years of investing. On the one hand we are in the middle of an ill-planned war that has the potential to lead to an energy crisis in several countries, and on the other, the S&P 500 is a stone’s throw from all time highs.

The Fear & Greed Index, which had dipped into deep fear territory when we wrote…

Keep reading with a 7-day free trial

Subscribe to The Special Situation Report to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 The Special Situation Report · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture