Alpha Ideas

Wishing readers on the auspicious day of Maha Shivratri

Some stuff I am reading today morning:

Nifty’s 30 year record at risk ( Fortune )

The Smallcap bull market is dead, for now ( Money Life)

Tesla’s market cap sinks below $ 1 Trillion ( CNBC )

Why is Bitcoin losing steam ? ( FE )

Trump is breaking the wind industry ( OP )

India mulls $ 1 Billion subsidy for solar module manufacturing ( MC )

Will India have its own AI model? ( Forbes )

BRK 2024 Annual Report & stuff ( Brooklyn Investor )

Brazilian stocks offer 8x earnings at 8% yields ( DR )

Long Term selfish ( Seth Godin )

Some stuff I am reading today morning:

Volumes dry up on stock exchanges ( MC )

Tariffs on Canada & Mexico will move forward ( CNBC)

Trump teases economic deal with Russia ( Yahoo )

Manufacturing is a war now ( Noah Smith )

India’s solar sprint risks a sudden eclipse ( BPS )

Crypto Trading booms in India’s interiors ( DH )

AI can unleash benefits at scale ( Nandan Nilekani )

ONGC’s 25,000 Cr victory against Reliance ( BW )

Progress in Geodesic Money Laundering case ( Money Life )

6 reasons why Gold is getting costlier ( Fortune )