Alpha Ideas

Some stuff that I am reading today morning:

Spice Jet all but grounded (BS)

Cabinet clears GST (FE)

Cuba’s half century of isolation to end (Bloomberg)

Random thoughts on a volatile market day (Prashant)

Using average market level indicator (FreeFinCal)

China’s stock market goes boom (Fortune)

What investment success looks like to me (TRB)

Bond investors are skittish over emerging markets (Dealbook)

The first casualty of a bear market (TRB)

Oil as a weapon (Big Picture)

Some stuff I am reading today morning:

HNIs lose big in recent market correction (ET)

Rupee weakens to 13 month low (BS)

Howard Marks on lessons from Russian crisis,oil crash (ValueWalk)

A lesson in market crashes (CommonSense)

Don’t “invest” in stupid sh*t (TRB)

The great unraveling of the commodities super cycle (DailyReckoning)

Modi gets his Maggie Thatcher moment with coal unions (Bloomberg)

Sorry,Putin. Russia’s economy is doomed (WonkBlog)

What frugal innovators do (HBR)

Why 132 dead students may not change Pakistan’s terrorism policy (Bloomberg)