Category: Links

Some stuff I am reading today morning:

Markets could be under pricing Israel-Iran conflict (CNBC)

Trump calls for Tehran evacuation (Yahoo)

AlphaGrep to launch Quant driven Mutual Fund business (HT)

Zee Promoters to hike stake to 18% (FE)

Stock Analysis: Vadilal Industries Ltd (Dr Vijay Malik)

Revisiting the Correction (Prabhakar Kudva)

Bengaluru HNIs lead in alternate investments (DH)

World War 3 is bullish (DR)

Enhancing Momentum Strategies (Alpha Architect)

Different kinds of Smart (Morgan Housel)

Some stuff I am reading today morning:

Israel, Iran may have to fight it out ( NDTV )

FED & ECB are on different pages ( Yahoo )

Deep Dive research with Chat GPT ( Anil Tulsiram)

Adani’s Haifa port is unharmed ( Fortune )

1500 Cr scheme to recycle critical minerals ( Rediff )

India moves tap it’s rare earth reserves ( CNBC )

Company : Air India ( Forbes )

Cyber Fraud : Ambareesh Baliga case ( ML )

How AI is dismantling elite professions ( Medium )

Timeless lessons from Joel Greenblatt ( TE )

Some stuff I am reading today morning:

India’s worst aviation disaster ( HT )

Israel attacks Iran ( JPost )

Industrialist Sunjay Kapur passes away ( FE )

Retail inflation falls to 6 year low ( Rediff )

India’s manufacturing moment is here ( CNBC )

RBI to bar overseas FDs under LRS scheme ( BW )

Company : Engineers India ( BI )

Smart Speculation Vs Gambling ( DR )

Very Bad advice ( Morgan Housel)

A reckoning is coming ( Jeff Gundlach )

Some stuff I am reading today morning:

Trump’s done deal with China (CNBC)

Trump to set unilateral tariff rates (FE)

India,US trade talks hit a speed bump (HT)

HFTs move to GIFT City (BS)

NSE gets SEBI nod to enter Electricity Futures Market (BW)

Company: Sanathan Textiles (BI)

Thread: Why 10 year yields in India are rising (Arjun Nagarajan)

The harsh realities behind 10 min delivery (DH)

US Public Markets Update (Coatue)

Interview with James Zelter, Apollo Global (The Market)