Alpha Ideas

Some stuff I am reading today morning:

Navi Mumbai International Airport takes off (MC)

SEBI revises Block deal norms (MC)

GoI to launch 7,350 Cr plan to boost rare earth magnets (BS)

India’s Luxury Hotel boom (BT)

The message in the Gold Rally (Paul Krugman)

US demands EU dismantle green regulations (FT)

FED sees more rate cuts this year (Yahoo)

Interview with Jonathan Goldberg (The Market)

Staying in the Game (Harvey Sawikin)

The most important investing lesson (Michael Mauboussin)

Some stuff I am reading today morning:

Rising tensions at Tata Trusts (BS)

Gold surges past $4000 per oz (HT)

Trump courts India with Energy & Defence deals (OP)

Dot Com like crash fears rise (Bloomberg)

SEBI’s inconsistency in Kirloskar saga (BW)

The elusive private capex boom (ML)

Lost 1.1 Cr trading F&O (RJ)

Today is like the early 1970s (Ray Dalio)

White House bets big on rare earths (The Street)

10 Climate Tech cos to watch (MIT Review)

Some stuff I am reading today morning:

Gold’s record-breaking rally (FT)

Diwali likely to boost Textile sales (BW)

India-Qatar FTA in 2026 (BT)

AI to be used in military extensively (BS)

India’s defence exports hit record highs (FE)

Jubilant Foodwords Vs Domino’s Pizza, Inc (Vikas Vij)

The Myth & Math of 10 Baggers (Microcap Club)

Seasonality on Wall Street (OptimistiCallie)

US Equity valuations are worrisome (Howard Marks)

The media empire of Larry Ellison (WP)