Alpha Ideas

Some stuff I am reading today morning:

Fare caps to go away in Indian skies (MC)

No consensus yet on 28% GST for online gaming, casinos (BS)

NASDAQ soars into bull market as inflation fears recede (ZH)

EU ban on Russia coal goes into effect (Oil Price)

Paytm & Piramal Finance tie-up (Fortune)

PAN to become mandatory for Crypto Investors (Rediff)

Since the stock market bottomed (Irrelevant Investor)

4 ways Longevity is going to affect your retirement plans (Morningstar)

Value Spreads are back to tech bubble highs (Cliff Asness)

Rare skills (Morgan Housel)

Some stuff I am reading today morning:

Govt plans entry barriers for Chinese mobile firms (FE)

Electricity reform plans attract protests (Fortune)

Iran nuclear deal could send oil prices to $80 (Oil Price)

Airtel to launch 5G services this month (Rediff)

Company: Steelbird (Forbes)

Should SDLs be a part of your debt portfolio? (Morningstar)

10 things investors are bad at (Behavioural Investment)

The geopolitics of inflation (Daily Reckoning)

Why the market is bouncing (TRB)

Deep Dive: Alcoa (Value Punks)

Some stuff I am reading today morning:

Equity mutual funds inflow drops 43% in July (Rediff)

Lok Sabha passes Bill to promote green energy (BT)

Binance battle with WazirX escalates (FE)

Tata Motors’ buyout of Ford’s Sanand plant (BS)

What will it take for ONDC to succeed? (Forbes)

EV: Tech Clash (Fortune)

Bridge loans for startups (A VC)

Things are as clear as mud (Irrelevant Investor)

Iran Nuclear talks end with ‘Final Text’ (Oil Price)

Dalio’s US-China conflict gauge is off the charts (Zero Hedge)