Linkfest: 20 May, 2021

Some stuff I am reading today morning:

Crypto Collapses ( CNBC )

China bans financial & payment institutions from Crypto (CGTN)

China seeks to stabilize commodity prices ( CGTN)

Govt hikes DAP fertiliser subsidy by 140% (BT)

Relief for Indian IT sector as US removes H1 visa curbs (BS)

My experience in the unlisted market (Leading Nowhere)

Secular Growth Stocks are becoming increasingly attractive ( Gavin Baker)

Michael Burry’s Latest Bets ( Macro Ops)

Distribution & Demand ( Stratechery)

Value’s Turn: Eerie parallels to 1999 (GMO)

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