Alpha Ideas

Some stuff I am reading today morning:

Economy to take 40,000 Cr hit due to Maharashtra lockdown ( BT)

RBI likely to hold rates this week (Rediff)

India’s tech unicorns mull where to bring IPO (BS)

When & how much should you invest in gold? (FE)

How to predict stock returns using a simple model (AA)

The big lessons of last year (Morgan Housel)

War on cash: The next phase (DR)

Inflation: The indicator that actually matters (Katusa)

A Tiger can’t change its stripes (Epsilon Theory)

Bidenomics, explained (Noah Opinion)

Some stuff I am reading today morning :

Maharashtra goes under lockdown ( BS )

Taxman to access capital gains data directly from FY22 ( ET )

Real returns from FDs remain negative ( FE )

India wields ‘oil weapon’ ( Reuters )

Interview with William Bernstein ( Evidence Investor )

The 2 most powerful forces in the markets ( CA )

Have investors lost their minds with growth stocks ? ( Irrelevant Investor )

The death of many brands ( Ensemble )

Recycling in the VC world ( A VC )

How Bill Hwang amassed $ 10 Billion ( Forbes)