Some stuff I am reading today morning:
No red alert on market valuations (FE)
India VIX dips below 10 (MC)
On India’s inclusion into JP Morgan’s bond index (Rediff)
Thread: Technical outlook of Power Cos (Fibonalysis)
Jamie Dimon rips Central Banks (CNBC)
Geopolitical risk keeps Oil Price afloat (Oil Price)
Bitcoin spring is here (Fortune)
Is gold a good investment? (Monevator)
Where I am investing now (Bill Gross)
The obsession with meeting quarterly targets (Munger)
Wishing readers a very Happy Dussehra.
Some stuff I am reading today morning:
Wagh Bakri scion Parag Desai passes away (Fortune)
Reliance to buy Disney’s India operations (BS)
Midcap Meltdown-Time to look at largecaps (MC)
Shipping firms under GST lens (BT)
Interview with Rajeev Thakkar (Morningstar)
Why I have turned Bearish (BW)
How bad is the US Bond Market? (Mr Zepczynski)
The Bond Vigilante is back (CNBC)
The true advantage of Absolute Returns investing (David Einhorn)
Wider impacts of the Israel-Hamas War (Zero Hedge)
Some stuff I am reading today morning:
Meet Ashok Vaswani, new CEO of Kotak Bank (BT)
Cash holdings with MFs at 16 year low (Rediff)
Rural recovery for FMCG cos takes a pause (BS)
Why we didn’t invest in Raymond (Scottish Oriental)
Superlinear Returns (Paul Graham)
Gold & the Debt bubble (Sprott)
Thread: Consequences of Unicorn Debt (Aditi Shrivastava)
How to invest in times of war (Of $ and Data)
Markets have suffered a ‘sea change’ (Felder Report)
Economist PhDs are mind-bendingly nuts (Rudy Havenstein)
Some off beat reads for the weekend:
Atrocities on Pakistani Hindus (Trunicle)
Iraq, Yemen can join the war (Cradle)
Erasing Palestine (Al Jazeera)
Why they kill Jews (Spiked)
Global Jew Hunt (RAIR)
What the Israel war is about (TOI)
Imperial Follies in the Holy Land (American Conservative)
Yesterday’s man: Zelensky (RT)
Britain always seeks a profit in wars (Declassified UK)
Russia’s return to Africa (ORF)
The Wagnerization of Political Order (Palladium)
The Worldwide History of Tattoos (Smithsonian)
Drive: Karnataka Temple Run (Team BHP)
Japan’s ancient art of taiko drumming (BBC)
Watching Dev Anand on the big screen in 2023 (Jai Arjun)
Some stuff I am reading today morning:
Softbank to sell $123 Million stake in Zomato (BS)
FED Chairman Powell says inflation is still too high (CNBC)
US 30 Year Mortgage rates hit 8% (Calculated Risk)
PayPay, powered by Paytm, is market leader in Japan (Japan Times)
BSE market share in derivatives doubles (FE)
Lithium prices crash (Oil Price)
Darshan Hiranandani Vs Mahua Moitra (BW)
Groww Vs Zerodha (Forbes)
Pump & Dump 101 (MC)
Spines Out (Seth Godin)