Some stuff I am reading today morning:
Gold surges to 1.37 Lakh/10g (Rediff)
INR hits record low of 90.72/$ (HT)
Bitcoin resumes slide (Yahoo)
Maruti’s EV push (BT)
Company: Endurance Technologies (Forbes)
The Bond market will not be fooled (AP)
Timing the Golden rotation (DR)
The Concentration Bears are wrong (Josh Brown)
Ukrainian drones neutralize Russian submarine (Reuters)
US could win the AI battle but lose the war (FT)
Source: Outlook Business
Source: Telegraph
Some stuff I am reading today morning:
Indian markets are overvalued (Aequitas)
Mutual Funds keep cash levels elevated (MC)
Copper could hit stratospheric new highs (CNBC)
India deepens Russia oil ties (OP)
How Delhi High Court caused Indigo’s chaos (Swarajya)
Chidamabarm, Mayaram are real villains of Dhurandhar (BW)
Crypto treasury cos enters Darwinian phase (Yahoo)
Company: VST Tillers (BI)
Valuations don’t tell you about next year (Tker)
The case for investing in hard assets (Lattice Work)
Here are the most clicked items on Alpha Ideas this week:
A tale of two Bubbles (AI)
2025- A tough year for Mutual Funds (AI)
China is draining Silver (Katusa)
Is it a bubble? (Howard Marks)
Opium was a Solution (AI)
INR Fall Chronology Samajhiye (AI)
Inside Kaynes’ Accounting Storm (ML)
The rise of stablecoins (AI)
The many faces of Abu Dhabi’s Trillions (Bloomberg)
Big Tech is doubling down on India (CNBC)