Alpha Ideas

Some stuff I am reading today morning:

INR breaches 96/$ levels (FE)

Cash levels of mutual funds fall to 19-month low (MC)

IBM stock price falls by 25% (Yahoo)

Yotta’s AI Infra Playbook (Inc 42)

AI won’t stop China’s decline (FT)

The mileage cost of E20 Petrol (Forbes)

India’s frequent infrastructure failures (ML)

The Re-Mining Revolution (DR)

The discipline to stay boring (Oakmark)

Research: The intra month Momentum Cycle (AA)

Some stuff I am reading today morning:

Trump wants 20% fee on Strait of Hormuz (CNN)

Oil Prices surge by 8% (OP)

Retail inflation climbs to six months high (Forbes)

SC comes down on Kotak Mutual Fund (ML)

Govt keen on IDBI Bank sale (MC)

Deep Dive: REITs (BT)

Costco is the Anti-Amazon (PW)

Gold lessons from the 1970s (DR)

Presentation: Identifying Market Turns (Market Sense)

Mark Cuban on his Shark Tank investments (Yahoo)