Some stuff I am reading today morning:
Adani dollar bond yields ease by 5% (MC)
India wholesale inflation eases to 2 year low (Rediff)
Nifty Pharma Index hits 2 year lows (BS)
JSW to take call on EV investments (Fortune)
SC pulls up SEBI for filing frivolous cases (Money Life)
Bitcoin smashes past $26,000 (Decrypt)
2023 is the year of Cockroach startups (FE)
Interview with Richard Bernstein (Big Picture)
A Reverse Minsky Moment (Irrelevant Investor)
Conspicuous non Consumption (Seth Godin)
Some stuff I am reading today morning:
India’s rampaging rise (The Telegraph)
India’s retail inflation eases to 6.44% (BW)
Calling the top for 2 Year US Treasury Yields (TRB)
Markets are pricing a FED pivot (Zero Hedge)
Credit Suisse default swaps hit record (MC)
Why US regulators seized Signature Bank (CNBC)
Anatomy of a bank collapse (Daily Reckoning)
OPEC is back in control of the oil market (Oil Price)
Don’t chase the past (Charlie Bilello)
Fragile Capitalists (Rational Walk)
Some stuff I am reading today morning:
US issues statement to protect all depositors (US Treasury)
FED to give additional funding to Banks (FRB)
Adani fully prepays promoter loans (Adani)
The demise of Silicon Valley Bank (Net Interest)
Thread: Jan shorting thesis on SVB (Raging Capital)
Thread: On the Wadia Group (The Kaipullai)
Interview with Peter Perkins (The Market)
March Madness (Anand Sridharan)
Adjusted metrics is an egregious fraud (Jim Chanos)
The forgotten lesson from Ben Graham’s life (Neckar)
Some off beat reads for the weekend:
How is India viewed in China? (The Diplomat)
Xi Jinping handed unprecedented third term (Guardian)
China’s pivot against Israel (TOI)
Moldova looks the next Ukraine (Japan Times)
Saudi Arabia, Iran reach diplomatic agreement (Arab News)
Pakistan: Rising in the ruins (Open)
The White Revolutionaries (Engelsberg)
India’s Crypto industry is imploding (ROW)
How Punjab came to dominate the Army (Dawn)
What the History books don’t teach about Salt Satyagraha (HUYF)
Desert Hours (Jane Miller)
Thread: Why do elite colleges pump students in same 5 industries? (DP)
Drive: Sikkim in my Jeep Compass (Team BHP)
Street Food trail in Hanoi (Open)
Thread: What makes people happy? (Dr Julie Gurner)
Some stuff I am reading today morning:
US markets sell off ( CNBC )
Indices get the jitters on rate hike fears ( BS )
Retail participation in Equities Cash segment dwindles ( Rediff )
Reliance Consumer brings back Campa (BW )
Bharat Matrimony gets backlash over Holi ad ( BT )
What is driving pessimism in Asian Paints? ( MC )
Where is 10 min grocery delivery headed? ( Forbes)
Most stock pickers underperformed the 2022 stock pickers market ( Tker )
Market Timing & Interest rates ( Common Sense )
Psychological paths of least resistance ( Morgan Housel )