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)
Here are the most clicked items on Alpha Ideas this week:
No Coincidence (AI)
Mega Trend: The rise of Home Elevators (AI)
How Mutual Funds are taxed (AI)
What a Parabolic Move looks like (AI)
What FPIs are buying & selling (AI)
Illusion of calm in Indian markets (ML)
Fund Factsheet-Dec 2025 (Capitalmind MF)
HBL: Kadva Kavach (AI)
Phosphate: Annual Blunder (AI)
Dead Companies Walking (Tomasz Tunguz)
Some off beat reads for the weekend:
The $38 Trillion Question (IM1776)
Battle for the Petro Dollar (Niti Shastra)
The fall of ‘rules based’ order (Spiked)
The UN is dead (Al Majalla)
Venezuela is America’s Suez moment (ForPol)
USA Vs Latin America (Engelsberg)
Europe wants to talk to Russia (RT)
Uprising in Iran (MEM)
Schrodinger’s Jihadists (New Lines)
Thread: What contemporaries thought of Marathas (PS)
Ayo Gurkhali (Hill Post)
Makar Sankranti across India (KBS Sidhu)
Satire: Living in Europe is Paradise (MS)
Thread: Cultures of Colombia (HN)
Road Trip: Northeast India (Team BHP)
