Here are the most clicked items on Alpha Ideas this week:
10 Year Returns (AI)
Thread: Analysis of Indian bear markets (Gurjot Ahluwalia)
India: We are like this only (AI)
The rise & fall of bad loans (AI)
Thread: Misallocation in IT companies (Ameya)
The LIC mystery (AI)
Charlie Munger’s Tenneco Bet (AI)
What the greatest investors in history did (Dakota Value)
Why we are not buying the dip in stocks (Blackrock)
Emerging Markets: Storm Warning (AI)
Some off beat reads for the weekend:
What is EU’s alternative to Russian Gas? (RT)
Joe Biden’s Woke Imperialism (Spiked)
What do Saudis want from Biden’s visit? (Arab News)
Ukraine isn’t worth nuclear war ( American Conservative)
Decoding Sri Lanka’s meltdown (ROW)
The God who loves bling (Times of Israel)
Ukraine’s improbable World Cup Qualifier Win (ESPN)
Has Amethi abandoned the Gandhis? (Open)
In defense of burning bridges (Amber Husain)
Sanskrit, State & Science ( Sanjana Ramachandran)
Volunteering with Tibetan refugees (Better India)
Food: Bangladesh Jhal Muri (BBC Travel)
Pilgrimage: Bangalore to Dwarka (Team BHP)
Thread: World’s greatest Impostor (David Zabinsky)
The joys of slow travel (Shivya Nath)
Some stuff I am reading today morning:
Wall Street crashes on recession worries (BS)
Europe gas prices soar by 50% ( Oil Price )
Fitch upgrades outlook on Adani Cos (Fortune)
Super App: Tata Neu (Forbes)
Company: IntelliSmart (BI)
Your Mutual Fund folio may get frozen without nomination (FE)
Y Combinator: The Institute of Innovation (Generalist)
On Down Rounds (Pitchbook)
The Madman Theory of Commodity Pricing (Elaine Kub)
Why we are not buying the dip in stocks (Blackrock)