Alpha Ideas

Some stuff I am reading today morning:

US-Iran ceasefire violated (CNBC)

A Stillborn Ceasefire (DR)

Israel botched the Iran War (Haaretz)

RBI Governor’s Statement (RBI)

Is India Fragile again? (FE)

Stock Talk: Titan (HT)

Barry Eichengreen on the US $ (The Market)

Value Vs Value Light (Pzena)

Inside China’s robotics revolution (Guardian)

Who is Satoshi Nakamoto? (NY Times)

Some stuff I am reading today morning:

US-Iran agree to 2 week ceasefire (CNBC)

Oil prices crash (Yahoo)

Tata Steel hits record production (HT)

Noel Tata Vs N Chandra (Fortune)

Noel Tata Vs Mehli Mistry (Money Life)

Scarce LPG pushes buyers into black market (BW)

Sell Side Research: BEL (ICICI Direct)

Software: Risk-Reward is not in favour (The Market)

Long Term Money (Morgan Housel)

Jamie Dimon’s Letter to Shareholders (JP Morgan)