Alpha Ideas

Some stuff I am reading today morning:

Beware the ‘bull trap’ in a bear market (BS)

Mall owners reluctant to drop rents (FE)

Interview with Uday Kotak (Forbes)

Migrants eye an return to cities (Mint)

NSE shutters NOW (BL)

Equity MFs inflow hit 5 month low in May (Rediff)

Rakesh Jhunjhunwala’s ‘ The mother of all bull runs’ (Rahil Jasani)

Inflection Point? (Humble $)

Rip Van Winkle and the Stock Market (Wisdom Tree)

Tail Risk Hedging (Verdad Cap)

Some stuff I am reading today morning:

95% of all stocks have gained since May 18 (BS)

Emerging Market rally seems unstoppable (Mint)

RBI admits it may take more than a year to recover (Latha Venkatesh)

Uday Kotak tells India Inc what to do (FE)

Another day, another cheque for Jio (ET)

Stocks Analysis: HLE Glascoat Equipment (Kiran D)

The time for gold has come (Manish Bhandari)

Covid19: Self Assured Destruction in the US (Epsilon Theory)

Sustainable investing is set to surge (CNBC)

Permanent Assumptions (Morgan Housel)