Alpha Ideas

Some stuff I am reading today morning:

Action against Paytm Payments Bank ( RBI )

Paytm response to RBI restrictions ( BSE )

Interim budget today ( Forbes )

US Fed keeps rates unchanged ( BS )

US Fed unlikely to cut rates in March ( CNBC )

Saudi Arabia’s capacity U Turn ( Reuters )

Mad market or Sad Market ( Nooresh Merani )

On Animal Spirits ( Jim Chanos )

Big Tech’s AI Hype Machine ( Felder )

The Thin Line ( Ted Lamade )

Some stuff I am reading today morning:

All eyes on FED meeting (CNBC)

IMF raises India’s 2024 growth forecast to 6.7% (BT)

Tata Motors overtakes Maruti Suzuki’s market cap (Fortune)

Swiggy FY23 losses exceeds 4000 Cr (NDTV Profit)

Fidelity cuts Meesho valuation further (FE)

Why Lithium prices crashed by 80% (Oil Price)

On US response to American deaths in Middle East (Politico)

Jamie Dimon’s $4 Trillion machine (NY Mag)

A good idea, well executed (Seth Godin)

Research: Institutions are slow to sell (Alpha Architect)