Here are the most clicked items on Alpha Ideas this week:
No Coincidence (AI)
Mega Trend: The rise of Home Elevators (AI)
How Mutual Funds are taxed (AI)
What a Parabolic Move looks like (AI)
What FPIs are buying & selling (AI)
Illusion of calm in Indian markets (ML)
Fund Factsheet-Dec 2025 (Capitalmind MF)
HBL: Kadva Kavach (AI)
Phosphate: Annual Blunder (AI)
Dead Companies Walking (Tomasz Tunguz)
Some off beat reads for the weekend:
The $38 Trillion Question (IM1776)
Battle for the Petro Dollar (Niti Shastra)
The fall of ‘rules based’ order (Spiked)
The UN is dead (Al Majalla)
Venezuela is America’s Suez moment (ForPol)
USA Vs Latin America (Engelsberg)
Europe wants to talk to Russia (RT)
Uprising in Iran (MEM)
Schrodinger’s Jihadists (New Lines)
Thread: What contemporaries thought of Marathas (PS)
Ayo Gurkhali (Hill Post)
Makar Sankranti across India (KBS Sidhu)
Satire: Living in Europe is Paradise (MS)
Thread: Cultures of Colombia (HN)
Road Trip: Northeast India (Team BHP)
Some stuff I am reading today morning:
Landmark ruling by SC in Tiger Global-Flipkart case (PN)
India issues travel advisory for Israel (BS)
India’s Smartphone Security push (Inc 42)
Deep Dive: Mahindra Logistics (Zen Nivesh)
Nvidia’s Third Time (Tomasz Tunguz)
The Mag 7 is under performing (Trend Labs)
Materials & Energy stocks take early lead in 2026 (CS)
The brutal bankruptcy of First Brands (Restructuring)
When 40x P/E is a bargain (Flyover Stocks)
The Power of Constraints (Collab Fund)
