Here are the most clicked items on Alpha Ideas this week:
Ek tha India ka Warren Buffett (AI)
Go for Gold (AI)
Mega Trend: India Housing Market (AI)
Watch Out (AI)
Thoughts on markets (Abhishek Basumallick)
Mathematics of Investing & Life (Ananad Sridharan)
Why assets will crash (Daily Reckoning)
A mysterious 2,819% stock rally in Abu Dhabi (BS)
India will be risking economic harakiri if lockdown is extended (Anand Mahindra)
Govt may ready negative list of activities after May 17 (ET)
Some off beat reads for the weekend:
The Strategic Implications of Indian Corruption (The Diplomat)
What happened in Maharashtra Politics in Oct-Nov 2019 (Sameet Thakkar)
The Conspiracy Theorists are winning (Atlantic)
The racist NY Times (Indi Samarajiva)
Was Sweden right? (Guardian)
A brief history of Islam in China (SCMP)
Hugging China hasn’t done us any favours (Spectator)
I don’t want to return to normal (Dr. Lisa McKenzie)
Nakba Day (Al Jazeera)
On Swami Chinmayananda (Sheshapatangi)
History: Malik Kafur’s Betrayal (LHI)
Nehru & Sardar Patel (Mint)
The anti-India, anti-Hindu and racist Charles Dickens (Sai Priya)
Just sip and flip (J Mathrubootham)
Why Copper is good at killing viruses (Smithsonian)
Some stuff I am reading today morning:
Highlights from FM’s press conference yesterday (FE)
Who will rescue the Public Sector Banks? (MC)
MFIs to benefit from FM’s measures (Mint)
Indian steel makers double down on exports (Mint)
Is Reliance beating its Cost of Capital? (Zaid Munshi)
US planning move to manufacture essential drugs in US (CNBC)
The lesson of history (Peter Bernstein)
A key lesson about Trading (JFA)
Why assets will crash (DR)
Interview with Stanley Druckenmiller (ECNY)