Some stuff I am reading today morning:
The Perfect Storm in Oil (Oil Price)
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Interview with Jim Chanos (Joe Weisenthal)
Thread: US is already in a recession (Cathie Wood)
Where does the wealth go when asset prices go down? (Noah Opinion)
Winning by not losing (Ruffer)
3 Types of investors in every bear market (Irrelevant Investor)
Another big Crypto player just blew up (Intelligencer)
The 2022 State of Crypto (A16Z)
The Russian view of the global economic situation (Vladimir Putin)