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Tweets

No Coincidence

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Observations

What FPIs are buying and selling

Source: Mint

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Links

Linkfest: 14 January, 2026

Some stuff I am reading today morning:

US steps up for action in Iran (WSJ)

Iran’s currency has collapsed (Climateer)

US-China talks could get derailed due to Iran (CNBC)

Iran unrest hits Indian basmati rice exports (Rediff)

GoI against 10 min delivery promise (Forbes)

Illusion of calm in Indian markets (ML)

Sector: Insurance Stocks (FE)

The Kelly Criterion (Sung Capital)

It’s becoming difficult to meet long term financial goals (BI)

Forecasting Follies 2025 (BL)

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Chart

The $ 4 Trillion Club

Source: Wall Street Journal

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Chart Gold Silver

What a Parabolic Move looks like

Source: Financial Times