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26 May, 2025 – Alpha Ideas


Some stuff I am reading today morning:

Trump delays 50% tariffs on EU (CNBC)

Wall Street braces for bond market turmoil (Yahoo)

Smear campaign against Zepto (Aadit Palicha)

Adani Ports,JSW Infra make logistics anchor (Rediff)

Unlocking hidden value of used EV batteries (OP)

US Consumer sentiment at record lows (CNN)

How AI can help investors (Dr Vijay Malik)

The hardest day to invest is always today (CA)

The sunk costs of market timing (CS)

Thread: 10 Lessons from Rose Blumkin (Shane Parrish)



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