Alpha Ideas

Some stuff I am reading today morning:

DAC clears 3.6 Lakh Cr of Defence acquisition (PIB)

AI fears spark Wall Street selloff (Yahoo)

RBI acts against Banks misselling (ML)

David Einhorn bets on bigger FED cuts (The Street)

Russian Memo sees return to US $ (MC)

The coming collapse of Indian IT (Vikas Vij)

Company: Muthoot Finance (FE)

Thread: Master Class in Insider Buying (Ekansh Mittal)

AI isn’t coming for your future (Connor Boyack)

Consistency beats Intensity for the average investor (Tony Isola)

Some stuff I am reading today morning:

Trade Unions call for Bharat Bandh today (DH)

What farmers don’t like in India-US deal (FE)

The SaaS bloodbath (East Wind)

The AI fueled Software meltdown (Yahoo)

The case for Indian Secondary Funds (Forbes)

The boom in Continuation Vehicles (CAIA)

Bitcoin Bears take victory laps (Coin Desk)

Building an Antifragile Portfolio (DR)

Dispersion (Oaktree Capital)

Everything can be bet on (Les Barclays)