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Weekend Mega Linkfest : 28 February, 2025

Some off beat reads for the weekend:

Behind America’s Greenland Gambit ( Engelsberg)

Ukraine minerals deal with Trump ( Newsweek )

The released ‘Epstein Files’ disappoint ( Time )

Why Germany is ripe for revolt ( Spiked)

Europe must wake up to hard power reality ( Arab News )

Lebanon, Syria in the Abraham Accords (JPost )

Can Russia truly protect Iran? ( Al Majalla)

Flee, Flee Palestine ( TOI )

Pakistan : Land of 250 Million Unpeople ( Tribune )

The Foreign Hand in Dhaka ( Open )

The beginning of end of liberal democracy (Dawn )

Why drones are surveying Indian villages ( Scroll )

Thread : After Chhatrapati Sambhaji’s execution ( Sada Shree )

The secret World War II history of Koh Samui ( Smithsonian )

Thread : The Katehar Massacre ( Right Singh )

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Linkfest : 28 February, 2025

Some stuff I am reading today morning:

Tuhin Kanta Pandey is next SEBI chief ( BS )

Tariff wars intensify ( CNBC )

RBI relief gives boost to NBFC stocks ( FE )

Off 52 week highs ( Charlie Bilello)

Stock Talk : TCS ( Rediff )

Stock Analysis : Dynamic Cables Ltd ( Dr Vijay Malik )

India has seen worse stock market crashes ( MC )

There is a little bit of India in every Mercedes ( Forbes )

Lessons from 2024 Berkshire Letter ( Novel )

The inevitable Capital Cycle ( Flyover Stocks )

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Linkfest : 27 February, 2025

Some stuff I am reading today morning:

A Billion Indians have no spending money ( BBC )

Russia is preparing to re-enter the global economy ( Semafor )

US Consumer sentiment plunges ( CNN )

Small & Mid sized cement players struggle ( MC )

Is Lawsikho another Byjus? ( LN )

Fiasco of Independent Directors at AGS Transact ( Money Life )

Samsung & India ( Fortune )

India’s reform paradox ( BW )

The top 10 % ( Common Sense)

Market cycles & the illusion of Average ( Howard Marks )

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Linkfest : 26 February, 2025

Wishing readers on the auspicious day of Maha Shivratri

Some stuff I am reading today morning:

Nifty’s 30 year record at risk ( Fortune )

The Smallcap bull market is dead, for now ( Money Life)

Tesla’s market cap sinks below $ 1 Trillion ( CNBC )

Why is Bitcoin losing steam ? ( FE )

Trump is breaking the wind industry ( OP )

India mulls $ 1 Billion subsidy for solar module manufacturing ( MC )

Will India have its own AI model? ( Forbes )

BRK 2024 Annual Report & stuff ( Brooklyn Investor )

Brazilian stocks offer 8x earnings at 8% yields ( DR )

Long Term selfish ( Seth Godin )

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Linkfest : 25 February, 2025

Some stuff I am reading today morning:

Volumes dry up on stock exchanges ( MC )

Tariffs on Canada & Mexico will move forward ( CNBC)

Trump teases economic deal with Russia ( Yahoo )

Manufacturing is a war now ( Noah Smith )

India’s solar sprint risks a sudden eclipse ( BPS )

Crypto Trading booms in India’s interiors ( DH )

AI can unleash benefits at scale ( Nandan Nilekani )

ONGC’s 25,000 Cr victory against Reliance ( BW )

Progress in Geodesic Money Laundering case ( Money Life )

6 reasons why Gold is getting costlier ( Fortune )