08 January, 2025 – Alpha Ideas


Some stuff I am reading today morning:

The US stock market has never been more concentrated ( FT )

Haldiram’s snacks empire attracts global interest ( BS )

Housing sales hit 12 year high in 2024 ( DH )

PLI scheme for speciality steel ( Fortune)

Sector : Hotels ( MC )

Are 5 Year Tax Saver deposits still worth it? ( Apna Plan )

5 Investment Mistakes to avoid ( Basu Nivesh )

The Great Crypto Crash ( Atlantic )

Memo : On Bubble Watch ( Howard Marks )

What do investors expect in 2025? ( BI )


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