Alpha Ideas

Some stuff I am reading today morning:

Transcript of Canadian PM Mark Carney at Davos (WEF)

Transcript of US President Trump’s speech at Davos (MSN)

Globalism died in Davos (Jim Ferguson)

EU Parliament halts US trade deal (MC)

EU trade deal will be great for India (MC)

BSE Smallcap Index hits 8 month low (Rediff)

Albinder Dhindsa becomes CEO of Eternal (Forbes)

Russia gains $216 Billion in gold rally (Bloomberg)

When do we sell precious metals? (DR)

An Antidote to Personal Stagflation (Root Of All)

Some stuff I am reading today morning:

Gold, Silver hit record highs (DH)

Bloodbath on Dalal Street (MC)

‘Sell America’ trade is in full swing (CNBC)

Markets don’t like Trump’s Greenland play (Yahoo)

Europe can weaponize $10 Trillion of US assets (Bloomberg)

Trump Exhaustion Syndrome (Atlantic)

Company: Adani Power (FE)

SaaS isn’t dead (EM)

Why you can’t time the market (Nick Maggiulli)

The many facets of Stock Momentum (AA)