Alpha Ideas

Some stuff I am reading today morning:

What led to the India-US trade deal ( Bloomberg)

What caused partner exits at Peak XV ( MC)

Bitcoin continues to sink ( Yahoo )

US Supreme Court’s silence on Trump tariffs ( Paul Krugman )

Interview with CBDT Chairman, Ravi Agarwal ( DH )

Stock Analysis : Transformers & Rectifiers ( India) Ltd ( Dr Vijay Malik )

Growing interest in SIFs ( FE )

Alternative investments with Larry Swedroe ( WCI )

Cancer care getting costlier in India ( BT )

How Jeff Bezos brought down the Washington Post ( New Yorker)

Some stuff I am reading today morning:

My advice on the US-India trade deal ( Evan F )

Traders dump software stocks ( Bloomberg )

NSE terminals to Dubai bookies ( BW )

Stock Talk : Shriram Finance ( FE )

Company : Transchem Ltd ( Bhavik Mehta )

The SpaceX- xAI merger ( George Noble )

Best Indian startup investments ( Rahul Mathur )

Silver is the meme trade of 2026 ( CNBC )

The Copper Paradox ( Shanaka Anslem)

Older people consume differently ( Klement )