Here are the most clicked items on Alpha Ideas this week:
A tale of two Bubbles (AI)
2025- A tough year for Mutual Funds (AI)
China is draining Silver (Katusa)
Is it a bubble? (Howard Marks)
Opium was a Solution (AI)
INR Fall Chronology Samajhiye (AI)
Inside Kaynes’ Accounting Storm (ML)
The rise of stablecoins (AI)
The many faces of Abu Dhabi’s Trillions (Bloomberg)
Big Tech is doubling down on India (CNBC)
Some off beat reads for the weekend:
Dhurandhar- The movie that broke Bollywood (BS Prasad)
China will destroy US military in Taiwan war (Telegraph)
National Security Strategy of USA (White House)
EU wants to steal Russia’s assets (RT)
Critical Minerals: A Strategic Analysis (Craig Tindale)
Despair in West Bank (Guardian)
The lies about Maccabi Tel Aviv (Spiked)
RSS warms up to Yogi Adityanath (Print)
Dravidian Jihad against Hindu temples (Organiser)
The China Playbook Indian founders have not read (IN)
Dogs are replacing people (Walrus)
Tyranny of Turks on the Greeks (Homer Pavlos)
How Islam really conquered Indonesia (Ofer Binshtok)
Cashmere & Mongolia (New Lines)
Thread: What to do in Benares (Aditi Tibarewal)
Some stuff I am reading today morning:
Mexico to impose 50% tariffs on India (MC)
Retail investors sell 23,000 Cr in 2 months (Rediff)
Big Tech is doubling down on India (CNBC)
Theme: Exchanges (FE)
Trillion $ Marketcaps (Aswath Damodaran)
Understanding ROIC of low growth businesses (BHI)
The Vibecession (Kyla)
The discipline of stepping away (Financial Pen)
Bad Strategy (DR)
The Company as a Machine for doing stuff (Not Boring)
Source: Financial Times
Source: Oaktree Capital
