Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet-2026 Edition (AI)
40 Year Returns (AI)
Why Tesla went to China (AI)
Indian markets are a value trap (Vikas Vij)
The Making of a Market Maker (Colossus)
Hype around 155 mm shells (Rahul Rao)
3G Capital: Built to Own (Colossus)
Pune Police detain Schaeffler India CEO (NDTV)
Cracks appearing in AI infrastructure boom (FT)
The behaviour of a Muslim population (Imtiaz Mahmood)
Some off beat reads for the weekend:
Jared Kushner’s secret deals (Vanity Fair)
The many failures of Larry David (Colossus)
The war Tehran believes is coming (Drop Site)
What is the US doing in Venezuela? (Atlantic)
Zelenskyy’s shift (GC)
Why Indonesia joined the Badr Pact (MEM)
The behaviour of a Muslim population (Imtiaz Mahmood)
Unmasking the Red-Green alliance (Niti Shastra)
The charge of Urban Naxalism (Organiser)
The Koodathayi cyanide murders (Sportified)
The Hindu massacre in Kali Badi (RM)
Nana Moutou & Guillaume Le Gentil (Parimal)
Inside the world of dark nutrition (NY Times)
Traffic chaos in Manali (Hillpost)
Charlie Chaplin was a pervert (VV)
Some stuff I am reading today morning:
NASDAQ falls more than 2% (CNBC)
US Treasury yields tumble below 5% (FE)
Oil markets are not normal (Reuters)
The Retail unwind is now contagion (BW)
Saudi Arabia’s airports and oil fields under attack (AN)
Gujarat facing power crunch (ML)
Grid constraints in India (OP)
Stock Talk: HEG Advanced Materials (Singularity)
3G Capital: Built to Own (Colossus)
Health & Wealth fuel each other (Humble $)
