Categories
Links

Linkfest: 27 February, 2026

Some stuff I am reading today morning:

India-Israel FTA gains momentum (Fortune)

Gold, Silver ETFs to reflect true domestic prices (FE)

How Jane Street broke Bitcoin’s price (Justin Bechler)

Trump risks walking into Iran war (CNN)

Pentagon Vs Anthropic (MC)

Rare Earth shortages worsen in US (Reuters)

Analysis of NSE Indices (Nooresh Merani)

How the economy looks like in 2035 (Sahil Sharma)

The returns to long term investing (Alpha Architect)

Time is the wildcard (Seth Godin)

Categories
InvestorPresentations

Schaeffler: Dividend Bearing

Source: Investor Presentation of Schaeffler India Ltd

Categories
Chart

Memory Chip Boom

Source: Financial Times

Categories
Links

Linkfest: 26 February, 2026

Some stuff I am reading today morning:

PM Modi’s address to the Israeli Knesset (NM)

India is firmly aligned with Israel (JPost)

Turmoil at Tata Sons (HT)

80% of Broader Market in Bear Territory (Monarch AIF)

How the 590 Cr IDFC fraud happened (MC)

ED attaches Anil Ambani’s home (Rediff)

Markets are missing Rakesh Jhunjhunwala (BW)

Solar stocks tank on steep US duty (FE)

Bull case for Bitcoin (Yahoo)

Blog Posts Vs Sell Side Research (Rupak Ghose)

Categories
Excerpts

Worst Investor Experiences

Source: Ray Dalio