Alpha Ideas

Some stuff I am reading today morning:

List of outcomes of UAE President’s visit (PIB)

India to become third largest economy by 2028 (DH)

A Commodities Supercycle is afoot in 2026 (MW)

China’s stock market overheats (CNBC)

Retail Equity portfolios continue to trail benchmarks (MC)

Trump links Greenland threat to Nobel Peace Prize snub (FE)

Higher cigarette taxes spark smuggling fears (BW)

A taxing twist in the Tiger’s Tale (ML)

Stocks, Bubbles & Market Myths (Big Picture)

Trump follows the Emperor’s Playbook (DR)

Some stuff I am reading today morning:

INR hits all time low (DH)

Europe plans trade bazooka against US (NY Times)

India’s airline fleet nears 900 (Rediff)

New tax rules threaten offshore investor exits (Forbes)

India’s bet on Defence Tech (Inc 42)

Prices change faster than Stories (Josh Brown)

Why beat the market? (R&T)

Operating Leverage as a source of market inefficiency (LC)

The Multi-Disciplinary Approach to Thinking (Peter Kaufman)

Buffett’s lifelong commitment to reading (Read Trung)