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Chart

US Markets pricing in a Recession

Hat Tip : MR

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Links

Linkfest: 21 September, 2022

Some stuff I am reading today morning:

India to grow over 7% in FY23 (Rediff)

Adani Group pledges stake in ACC, Ambuja (MC)

Multiplex revenues to hit all time high in FY23 (BT)

Byju’s moving closer to a painful & gradual death (Inventiva)

Mohandas Pai slams Oyo over fake accounting (Money Life)

What determines India’s appetite for gold? (FE)

On CEO narcissim (Klementon)

Most pros can’t beat the market (Sam Ro)

What does the post crash VC market look like? (BST)

Incentives-The most powerful force in the world (Morgan Housel)

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Links

Linkfest: 20 September, 2022

Some stuff I am reading today morning:

10 Year US Treasury Yield hits new highs (BI)

IRCTC to enter payments sector (BS)

Adani plans to be India’s most profitable cement manufacturer (Rediff)

Is it the end for ‘star’ fund managers? (FE)

How to do Business Analysis of solar power plants (Dr Vijay Malik)

Biotech Startups in India (Forbes)

We’re still in a bear market you know (Common Sense)

Does Company Culture drive stock performance? (Onveston)

The Final Crypto Crash? (Brian Kehm)

Interview with Albert Wenger (Big Picture)

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Links

Linkfest: 19 September, 2022

Some stuff I am reading today morning:

All eyes on Fed meet (Rediff)

US investors increase their cash allocations (BS)

Adani infuses 20,000 Crores into Ambuja Cements (TOI)

Stock Talk: NMDC (FE)

Technicals: Nifty IT (Nooresh Merani)

Startup Pitch Essentials (Mukesh Kothari)

Liquid Venture Capital (Kai Wu)

China’s largest Copper trader is on the ropes (Bloomberg)

How the worst market timer built a fortune (CA)

The $ War Path (Katusa Research)

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TopClicks

Top Clicks on Alpha Ideas this Week

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

1.6 Trillion $ wipe out (AI)

Family Offices: Preserving Wealth (Fortune)

Dynemic: Sabse Tej (AI)

Thread: Glenmark Life Sciences (Gurjot Ahluwalia)

How active is your Fund Manager? (AI)

Mistrys’ wealth tryst with Tatas (Fortune)

PPF interest rates may increase (FE)

No Alternative to Coal (AI)

Memo: The illusion of Knowledge (Howard Marks)

It’s supposed to be hard (Morgan Housel)