23 July, 2025 – Alpha Ideas

Date:


Some stuff I am reading today morning:

Trump says Japan Trade deal reached (MC)

US-EU crackdown on Russia escalates (OP)

Paytm posts first-ever profit of Rs. 122.5 Cr (Rediff)

SEBI’s moment of regulatory reckoning (ML)

China’s affluent are pessimistic about China (CNBC)

The America Vs Europe Thing again (MR)

Powell & Trump (Roger Lowenstein)

Trading: End of Day reversal (Alpha Architect)

To Bitcoin or not to Bitcoin? (Aswath Damodaran)

The AI Search Tipping Point (Tomasz Tunguz)



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