Alpha Ideas

Some stuff I am reading today morning:

NGT nod for 80,000 Cr Nicobar project (BW)

Macron in India (FE)

3 Land Deals, 3 Disclosure Styles (ML)

Silver prices under pressure (DH)

Oil bears are underestimating geopolitical risk (OP)

China’s Tech shock (CNBC)

Application software faces existential threat from AI (Yahoo)

Sell Side Research: Engineers India (IDirect)

AI could become a Macro problem (Alpha Seek)

The real financial cost of childhood trauma (AP)

Some stuff I am reading today morning:

India AI Impact Summit 2026 begins today (DH)

Chinese are driving gold prices (CNBC)

US markets are very expensive (DR)

Sellside Research: Kilburn Engineering (IDirect)

Sanity Check (Brooklyn Investor)

The returns you keep (Calm Investor)

Retail Investors & the Mispricing Puzzle (AA)

30 Years of Value Investing (Rich Pzena)

Perfect Portfolio (Humble $)

Western countries see World War III coming (Politico)