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Links

Linkfest: 21 January, 2026

Some stuff I am reading today morning:

Gold, Silver hit record highs (DH)

Bloodbath on Dalal Street (MC)

‘Sell America’ trade is in full swing (CNBC)

Markets don’t like Trump’s Greenland play (Yahoo)

Europe can weaponize $10 Trillion of US assets (Bloomberg)

Trump Exhaustion Syndrome (Atlantic)

Company: Adani Power (FE)

SaaS isn’t dead (EM)

Why you can’t time the market (Nick Maggiulli)

The many facets of Stock Momentum (AA)

Categories
Excerpts

Away from US

Source: Financial Times

Categories
Chart

Top 10 Profitable Hedge Funds

Source: Wall Street Journal

Categories
Links

Linkfest: 20 January, 2026

Some stuff I am reading today morning:

List of outcomes of UAE President’s visit (PIB)

India to become third largest economy by 2028 (DH)

A Commodities Supercycle is afoot in 2026 (MW)

China’s stock market overheats (CNBC)

Retail Equity portfolios continue to trail benchmarks (MC)

Trump links Greenland threat to Nobel Peace Prize snub (FE)

Higher cigarette taxes spark smuggling fears (BW)

A taxing twist in the Tiger’s Tale (ML)

Stocks, Bubbles & Market Myths (Big Picture)

Trump follows the Emperor’s Playbook (DR)

Categories
Chart Power

India is Shockingly Expensive

Source: Economist