Alpha Ideas

Some stuff I am reading today morning:

Adani Group to raise Rs. 33,254 Cr (Rediff)

Yield on 10 Year GSec falls below 7% (FE)

GCCs to account for 40-45% of office leasing (DH)

Is Kirloskar Battle finally settled? (Money Life)

Reliance inks Russia oil deal (Oil Price)

Why Indian startups are ‘reverse flipping’ (Forbes)

Do you need alternatives to get rich? (Nick Maggiulli)

The problem with concentrated funds (BI)

One Misfortune away from Insolvency (DR)

The AI Trust fall (Tomasz Tunguz)

Some stuff I am reading today morning:

Adani Energy to raise 12,500 Cr ( FE )

NSE lowers tick size to 1 Paisa ( BT )

RBI scrutiny on gold loans business ( Rediff )

Sector : Railway Stocks ( BW )

Gold maintains safe haven status ( Oil Price )

Fed rate cuts face big reset ( The Street )

S&P 500 Vs US Economy ( Common Sense )

On Factor Momentum ( Alpha Architect )

Lazy Work, Good Work ( Morgan Housel )

Financial Fraud lurks on TikTok ( Big Picture )