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Trade Wars have officially Begun
Author: Raoji
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Linkfest : 04 March, 2025
Some stuff I am reading today morning:
US Tariffs to take effect from today ( Yahoo)
Global coffee prices soar to record highs ( BW )
Stagflation in the US ( The Street)
Massive selloff in PSUs ( MC )
Private Sector is transforming India’s Defence ( Fortune)
Stock Talk : Defence Stocks ( FE )
Concessions for Dharavi Redevelopment Project ( HT )
A history of US stock market crashes ( Callie Cox )
Best Business in AI ( Tomasz Tunguz )
London – City of Inheritance, not Opportunity ( Standard)
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Linkfest : 03 March, 2025
Some stuff I am reading today morning:
Bank’s CASA deposits fall ( FE )
Court orders FIR against SEBI officials ( Rediff )
Pressure on Nifty as trade wars continue ( DH )
Paytm receives notice for FEMA violations ( HT )
Madhabi Buch’s legacy at SEBI ( MC )
Trump announces strategic crypto reserve ( CNBC)
What’s behind the market meltdown ? ( Fortune )
Open Letter to SEBI chief TK Pandey ( BW )
Analysis of Midcap Funds ( MF Guy )
Option Rot ( Terrain )
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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 )