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Tweets

The Mother of Trade Deficits

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Links

Linkfest : 04 November, 2024

Some stuff I am reading today morning:

FPIs sold 94,000 Cr of Equities in Oct ( BT )

Berkshire Hathaway ‘s cash position touches $325 B ( CNBC )

Incumbents take market share in 2w EV market ( Forbes )

The FMCG entry pack of Rs 5 ( FE )

Gold is on the ballot ( DR )

A framework for cyclical industries ( Quipus Capital )

Industry is not destiny ( Verdad )

Don’t take financial advice from Hedge Fund managers ( CS )

Stocks & Flows ( Capital Gains )

Stock Picking is a game of self-confidence ( Microcap Club)

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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Alpha Ideas 20 20 Meet: 2024 Edition (AI)

PPF Vs FD Vs Gold Vs Silver Vs Equity (AI)

Mutual Funds sitting on a war chest of 2 Lakh Crores (FE)

Client exodus from ASK Investment Managers (MC)

Dhanlaxmi: Trump Trade (AI)

US: No Recession Here (AI)

What Hyper Investing looks like (AI)

US was responsible for China-India rapprochement (Korybko)

Company: Shirdi Sai Electricals (Forbes)

10 ways investors should be using AI (Chicago Booth)

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Links

Weekend Mega Linkfest: 01 November, 2024

Some offbeat reads for the weekend:

Lawrence Bishnoi: The new Don (Open)

On India-China disengagement (ORF)

Desis may prove critical in US elections (New Lines)

A clear message to Iran (TOI)

Morocco’s $320 Billion drug industry (Al Majalla)

Bombing Hezbollah’s drug empire (JPost)

Shitpost map of Poland triggers outrage (Korybko)

BRICS post-Kazan (Cradle)

Late Muammar Gaddafi is becoming more popular in Libya (RT)

The US origin myth (Engelsberg)

The motivation behind 9/11 Terrorists (Rair Foundation)

Sardar Patel & the RSS (Organiser)

8 Spooky celebrations from around the world (Smithsonian)

The curious appeal of haunted hotels (BBC Travel)

Drive: Tamil Nadu (Team BHP)

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MegaTrends

Mega Trend: SIP

Source: Investor Presentation of Prudent Corporate Advisory Services Ltd