Alpha Ideas

Some stuff I am reading today morning:

US markets sell off ( CNBC )

Indices get the jitters on rate hike fears ( BS )

Retail participation in Equities Cash segment dwindles ( Rediff )

Reliance Consumer brings back Campa (BW )

Bharat Matrimony gets backlash over Holi ad ( BT )

What is driving pessimism in Asian Paints? ( MC )

Where is 10 min grocery delivery headed? ( Forbes)

Most stock pickers underperformed the 2022 stock pickers market ( Tker )

Market Timing & Interest rates ( Common Sense )

Psychological paths of least resistance ( Morgan Housel )

Some stuff I am reading today morning:

Anti-money laundering provisions imposed on Cryptos (Rediff)

India’s yield curve inverts (BS)

Rate hike season may get longer (FE)

What if FED hikes to 6%? (MC)

Biden Budget proposes taxes on unrealized capital gains (WSJ)

Capital Markets have reached ‘ Singularity’ (Zero Hedge)

On Sovereign Gold Bonds (Basu Nivesh)

On Real Asset Equities (Massif Capital)

Silicon Valley’s AI frenzy (Vox)

Why you should stay invested in stock market (Terry Smith)

Some stuff I am reading today morning:

Fed Chairman Powell Testimony to US Congress (FRB)

US markets sell off on Powell comments (ZH)

PM : Its India Inc’s turn to invest (FE)

Adani to cut Promoter debt to zero by March end (MC)

20 min Pizza Delivery promise of Dominoes gets stuck (BS)

Will China’s reopening affect Indian metal cos? (Rediff)

How Brand WPL will be built (Forbes)

Jeremy Grantham calls for a crash once more (Seeking Alpha)

Forecasting short vs long term horizons (BI)

China warns of conflict with US (CNBC)