Author: Raoji

Some stuff I am reading today morning:

The US stock market has never been more concentrated ( FT )

Haldiram’s snacks empire attracts global interest ( BS )

Housing sales hit 12 year high in 2024 ( DH )

PLI scheme for speciality steel ( Fortune)

Sector : Hotels ( MC )

Are 5 Year Tax Saver deposits still worth it? ( Apna Plan )

5 Investment Mistakes to avoid ( Basu Nivesh )

The Great Crypto Crash ( Atlantic )

Memo : On Bubble Watch ( Howard Marks )

What do investors expect in 2025? ( BI )

Some stuff I am reading today morning:

Indian Markets have their worst fall in 3 months (BS)

Vinay Hiremath, the man who sold his startup for $975M (HT)

CBDT’s extended tax deadlines (DH)

China to curb exports of Lithium Battery Tech (Oil Price)

Capital Group is the ‘Big Client’ in Ketan Parekh case (Fortune)

Thread: Mis Guidance at Atam Valves (Chirag Jain)

Looking back from 2035 (Cliff Asness)

Microstrategy goes on another Bitcoin buying spree (Sherwood)

Crypto trends for 2025 ( The Street)

The Preening Duck error in Bull Markets (Buffett)