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Weekend Mega Linkfest: 21 June, 2024

Some off beat reads for the weekend:

We are all Soviets now (Niall Ferguson)

The truth about Woke (Spiked)

How Ethiopia’s leader beguiled the world (Guardian)

Macron could be regime-changing himself (RT)

Pakistan: Talking to the Enemy (Tribune)

The UAE & Israel (Crisis)

Israel’s military has peaked (Cradle)

Capitalism is the real target (Clifford Asness)

Zimbabwe traditional healers are on Tik Tok (RoW)

The sordid saga of Jagan Mohan Reddy (Open)

Mahatma Gandhi was getting allowance from the British (Arunmozhi V)

Why the Brahmins of Kerala became Christians (Manu Joseph)

The American novel has a problem with fat people (New Republic)

Thread: French Revolutionaries changed the calendar (Jash Dholani)

Travelogue: Summer in Scandinavia (Team BHP)

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Linkfest: 21 June, 2024

Some stuff I am reading today morning:

India will be a $30 Trillion economy by 2050 (Gautam Adani)

The rise & rise of PSUs (MC)

Flipkart to enter Quick Commerce (BT)

India is now world’s 3rd largest airline market (Fortune)

Investors should focus on larger cement players (Rediff)

Is “Khelo India Khelo” priced in? (Kiran D)

Jimmy Zhong, the man who stole $3 Billion (CNBC)

AI: The Goldilocks Zone (Not Boring)

Deep Dive into LVMH (Quartr)

Quiet Compounding (Morgan Housel)

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Linkfest: 20 June, 2024

Some stuff I am reading today morning:

Cabinet approves 76,000 Cr Vadhavan Port (MC)

Vodafone sells 18% stake in Indus Towers (DH)

Foreign investors buy $10 Billion of Indian bonds (HT)

Israel warns Lebanon of ‘all out war’ (CNBC)

Hinduja family faces criminal charges in Swiss courts (BW)

How Mercedes became India’s largest luxury car maker (Forbes)

Stock Talk: Bata India (Rediff)

Stock Analysis: Abbott India Ltd (Dr Vijay Malik)

Why stocks are the greatest asset class (Nick Maggiulli)

Betting with a weak hand (BI)

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Linkfest: 19 June, 2024

Some stuff I am reading today morning:

Nvidia is now the world’s most valuable company ( CNBC )

Vodafone likely to sell Indus Towers stake (MC)

Company : Inox Green Energy ( ET )

Higher margins for Options contracts likely (BT)

Amaravati: The lost city (Forbes)

Politics is back in political economy (Money Life)

5 Mistakes to avoid while filing ITR (BW)

Old Vs New Tax Regime (Bull Markets)

Investing in Brazilian stocks (Quipus Capital)

3 Claims by Finacial Charlatans (Darius Foroux)

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Linkfest: 18 June, 2024

Some stuff I am reading today morning:

IMD says monsoon at 20% deficit (BS)

Govt considering Income Tax cut (HT)

SEBI plans tougher F&O rules (Rediff)

HAL gets 45,000 Cr order (BW)

Edelweiss round tripping money ( Op India )

Stock Analysis: Dr Reddy’s Laboratories Ltd (Dr Vijay Malik)

Commodity: Silver (The Market)

The best investment strategy for speculative markets (Jim Chanos)

Roger Federer Vs the Stock Market ( Common Sense )

An Acquired Taste ( Conor Mac )