InsideArbitrage Special Situations Newsletter: October 2025
Monthly newsletter covering two spotlight ideas, M&A activity, custom screens and more.
The Everything Bubble
The tariff fears that got us within a stone’s throw of a bear market in April this year appear to have faded from memory with a strong 34% rally in the S&P 500 off the lows. Both the S&P 500 and Nasdaq are once again very close to their all time highs and sentiment appears euphoric among investors. SPACs are back in vogue and every …
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