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Linkfest: 31 October, 2025

Some stuff I am reading today morning:

The biggest takeaways from Trump-Xi meeting (CNBC)

SEBI extends deadline for T+0 settlement (MC)

Interview with RBI Dy Governor Sankar (BS)

5 Charts on the unstoppable US Tech rally (Morningstar)

White Collar jobs are disappearing (WSJ)

$555B of Cloud Spend (Tomasz Tunguz)

How US lost the trade war (Paul Krugman)

Re-run of the Dot Com Delirium (DR)

Iron Air Batteries could dethrone Lithium (OP)

Positioning for What’s Next (Miller Funds)


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