Author: Raoji

Excerpts

Bear Market Intermission

Links

Some stuff I am reading today morning:

Rupee to head lower (BS)

India turns 10% of its petrol green (FE)

Thread: India decoupling story 2007-08 (Akshay Badjate)

Unicornish to English Translator (Anand Sridharan)

Thread: On position sizing (Ganesh Nagarsekar)

Stock Talk: Glenmark Life Sciences (Dolly)

Alternatives to debt investments (MC)

Popular Delusions (Calderwood Capital)

Crash, then Boom (Dylan Grice)

2022 Analyst Day Transcript (JP Morgan)

Links

Some off beat reads for the weekend:

China’s India Complex (Shyam Saran)

How Germany got hooked on Russian energy (Guardian)

Western media now wants Ukraine to make peace (RT)

US has no endgame in Ukraine (Jacobin)

Putin’s war is just beginning (Unherd)

Thread: De Gaulle’s view on colonization (Arnaud Bertrand)

Why I no longer celebrate Jerusalem Day (TOI)

A perfect storm is brewing in N Korea (Al Jazeera)

A fragile life in Yemen ( Zocalo)

Spoof: No way to prevent this (The Onion)

The Almighty Gun (Rafia Zakaria)

Cricket: Numbers Game (Himanish G a njoo)

Thread: Rise of Kishore Kumar ( Dr Snow)

Thread: Day in life of Hedge Fund Analyst ( Net Cap Girl)

On KK’s song Yaaron (Mint)

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