Good is Cyclical

Chart Crypto Currencies Gold

Bitcoin Vs Gold


Linkfest : 11 January, 2021

Some stuff I am reading today morning :

Nifty at 40 PE. Sell everything and run away ( Nooresh )

Future Retail returning to normalcy ( BS )

Stock Analysis : Minda Industries ( Dr Vijay Malik )

Sector Focus : Paints ( Ventura )

Video : Steel Sector Basics with Rakesh Arora ( Omkara Capital )

Can India lead in electric two wheelers? ( FE )

EMI traps created by parents ( Subramoney )

Silicon Valley’s China envy ( Can Duruk )

On Digital Decolonization ( David Halpert )

Biden will face new Depression ( DR )


Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

How I made 120x in 12 years (KiranD)

Apple Vs India (AI)

VST Tillers: 5X Vision (AI)

20 Business Ideas with low investment (Free Fincal)

Sectors for 2021 (Devarsh Vakil)

Chart: The Sober Truth (AI)

The Indigo strategy (Fortune)

Fed killed the bears (AI)

Changing Narratives (AI)

Gold was the best asset class of 2020 (Mint)


Weekend Mega Linkfest: 08 January, 2021

Some off beat reads for the weekend:

The last 10 Minutes (Yuval Cherlow)

The new architecture of a New India (Sanjeev Sanyal)

The world shook as America raged (New Yorker)

The EU, CAI and the abyss (ORF)

How Kani brothers terrorised a Libyan town (BBC)

What my grandfather’s life taught me about China and America (Vincent Li)

Facebook is a doomsday machine (Atlantic)

Subaltern Hindutva (Abhinav Prakash)

The six husbands every wife should have (Rajiv Mehta)

The musical genius of Late M D Ramanathan (RV)

CIA declassified files of the 1971 war (Vikas)

Jaichand was no traitor (Only Dharma)

Joining Apple 40 years ago (Jean Louis Gassee)

The trouble with Optionality (Mihir Desai)

How Goa’s holiday homes have weathered the pandemic (Mint)