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Links

Weekend Mega Linkfest: 14 February, 2025

Some off beat reads for the weekend:

How US destabilized Bangladesh (Gray Zone)

How Israel almost wiped out Hezbollah (JPost)

The man who exposed Switzerland’s dirty secrets (Guardian)

Jordan ready to challenge Trump (New Lines)

Why Trump’s tariffs are an economic masterplan (Unherd)

Thousands of US Govt workers are getting fired (Reuters)

What explains Christian evangelist Singh’s popularity? (Scroll)

AApocalypse (Open)

Telangana caste survey results poses dilemma for Congress (Print)

Lalu Prasad Yadav negotiated kidnapping ransom deals (OpIndia)

Arranged marriages in India turn to AI (Walrus)

India’s Special Frontier Force (ORF)

A Japanese sword’s reunion (Outside)

Drive: 10,000 km Pune to North East (Team BHP)

Travelogue: 10 Monasteries (Smithsonian)

Categories
Excerpts

Bulls have relocated to China

Hat Tip: SC

Source : Gavekal

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Observations

Industry Ranks by Gross Margins

Source: Aswath Damodaran

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Links

Linkfest : 14 February, 2025

Some stuff I am reading today morning :

10 Big announcements from Modi Trump talks ( MC )

US & India aim to double bilateral trade to $ 500 Billion ( CNBC )

Trump’s latest tariff salvo is all bark no bite ( CNN )

Raamdeo Agrawal : Govt’s job is done ( Fortune )

Key changes in India’s tax bill ( BW )

The Silver squeeze ( DR )

Disrupted : Human Rideshare models ( PA )

How to pass the stock market’s Stress Test ( SN )

Primary sources ( Rational Walk )

The End Game in Business ( Aswath Damodaran )

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Anecdotes Excerpts

Let them run

Source : Brooklyn Investor