14 February, 2025 – Alpha Ideas

14 February, 2025 – Alpha Ideas


Some stuff I am reading today morning :

10 Big announcements from Modi Trump talks ( MC )

US & India aim to double bilateral trade to $ 500 Billion ( CNBC )

Trump’s latest tariff salvo is all bark no bite ( CNN )

Raamdeo Agrawal : Govt’s job is done ( Fortune )

Key changes in India’s tax bill ( BW )

The Silver squeeze ( DR )

Disrupted : Human Rideshare models ( PA )

How to pass the stock market’s Stress Test ( SN )

Primary sources ( Rational Walk )

The End Game in Business ( Aswath Damodaran )

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