Alpha Ideas

Some stuff I am reading today morning:

Gold prices hit fresh highs (BS)

Lead Indicator US Freight is in a recession (Kobeissi Letter)

Swiggy exits Rapido for 2400 Cr (DH)

Stock Talk: GMDC (BT)

3 Data Centre Stocks (FE)

Assign yourself a story (Kingswell)

The Art of doing Less (BI)

The Electric Tech Stack (Noah Opinion)

MrBeast to build an Entertainment Empire (Bloomberg)

H1B visa was the bridge between US & India (NYTimes)