Categories
Excerpts

Germany : Eat or Heat

Source : Financial Times
Categories
Links

Linkfest: 08 September, 2022

Some stuff I am reading today morning:

Russia to stop supplying energy if price caps imposed (BS)

European Central Bank to unleash a massive rate hike (CNBC)

Govt cuts Railways Land Licensing fee to 1.5% (Fortune)

Adani to create 3 Giga Factories in India (BT)

Europe’s metal plants struggling to survive (Bloomberg)

Stock Talk: LG Balkrishnan & Bros (Phoenix Capital)

Ex-NSE MD Ravi Narain sent to 2 Day ED Custody (Rediff)

Is a new golden age of value coming? (Klementon)

The role of shorts in a real assets portfolio (Massif Capital)

There’s a lot of misery by misusing stocks (Charlie Munger)

Categories
Quotes

Alpha is a Trade Secret

Categories
MegaTrends

Mega Trend: India Energy Consumption

Source: Investor Presentation of Indian Energy Exchange Ltd

Categories
Links

Linkfest: 07 September, 2022

Some stuff I am reading today morning:

Lehman Event looms for Europe (Oil Price)

Adani responds to Credit Sights report (BS)

Tata Motors rolls out India’s first CNG truck (Rediff)

12,800 Cr money laundering case of Amtek Auto (Money Life)

Sector: Tyres (MC)

Thread: On Algo Trading (Nithin Kamath)

On Fractional Real Estate Commercial Properties (Stable Investor)

What’s Alpha? (Morningstar)

The worse still to come in Europe’s gas crisis (CNBC)

UK is an economic catastrophe (CNN)