I started Alpha Ideas twelve years back on the auspicious day of Gudi Padwa.
Today, on Gudi Padwa, Alpha Ideas turns Twelve.
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Alpha Ideas turns Twelve
Author: Raoji
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Linkfest: 09 April , 2024
Some stuff I am reading today morning:
Bain Capital eyeing exit from Axis Bank (MC)
Jamie Dimon issues stark warning (The Street)
Ukraine War is getting dangerous (DR)
Commodity: Silver (BT)
Make the Indian retail investor your venture capitalist (Forbes)
Why I invest in China (Ray Dalio)
A long term view of markets (BBS)
Don’t blame Indexing for your problems (Acadian)
Lucky Vs Repeatable (Morgan Housel)
AI & Jevons Paradox (Seth Godin)
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Linkfest: 08 April, 2024
Some stuff I am reading today morning:
RBI Governor’s statement on Monetary Policy (RBI)
India seeks $100 Billion a year in FDI (MC)
Thierry Delaporte resigns as Wipro CEO (NDTV Profit)
Air India CEO’s annual letter to investors (HT)
Company: CarDekho (Forbes)
Thread: Gold is protection against US debt monetization (Jared Dillian)
Oil thoughts on the break (Open Insights)
Exploring the Indian startup frontier (CFA Institute)
Cognitive Dissonance (Cliff Asness)
The fallacy of obviousness (Mr Zepczynski)
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Weekend Mega Linkfest: 05 April, 2024
Some off beat reads for the weekend:
Indian Govt reponsible for assassinations in Pakistan (Guardian)
Punjabi singers & Khalistan 2.0 (Organiser)
On Trade with Pakistan (ORF)
The final gasps of Pakistani patriotism (Tribune)
Concerns over Jordan’s stability (Arab News)
Inside the complex Russia-Iran relationship (Al Majalla)
Inside Sudan’s forever war (Engelsberg)
How much is a dead Jew worth? (Tablet)
Carnatic Music is rooted in Sanatana Dharma (Open)
David Attenborough: Voice of Nature (Smithsonian)
The Asante gold crown jewels (RT)
Thread: Chandrababu Naidu’s Rythu Bazaar (VGS1100)
The perfect Nankhatai (Dawn)
Thread: National Maritime Day (Harshil)
Drive: Arunachal (Team BHP)
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Repression has Consequences
Source : Letter to the Editor, Wall Street Journal
