Alpha Ideas

Some stuff I am reading today morning:

On Interim Budget 2024 ( Fortune )

Interim Budget : Vision for 2047 ( HT )

Byju’s investors want to oust Founders ( FE )

Paytm has lost more than its Bank ( NDTV Profit )

Stock Talk : Adani Ports ( BT )

Gold demand hits record highs in 2023 ( CNBC )

Interview with Bill Nygren ( The Motley Fool )

4 steps to craft a hands off portfolio ( Morningstar )

AI may make markets less rational ( Climateer )

Wall Street’s Narrative Vs Reality ( DR )

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 )