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Links

Linkfest: 10 February, 2025

Some stuff I am reading today morning:

What are we worried about? (S Naren)

The economy needs more than a rate cut (Forbes)

9 new IPOs, 6 listings this week (MC)

Trump to announce 25% tariffs on steel & aluminium imports (FE)

Strike at Samsung India (DH)

Order against Finfluencer Asmita Patel (SEBI)

Chinese Gold buyers forced to sidelines (Yahoo)

Recycling can break China’s stranglehold on rare earth minerals (OP)

Deep finance thoughts (CS)

The future of Venture Capital (VC Adventure)

Categories
Links

Weekend Mega Linkfest: 07 February, 2025

Some off beat reads for the weekend:

The end of Palestine (Tablet)

Trump’s plan for Gaza (RT)

Trump’s policy on Iran (Newsweek)

Trump’s play for Greenland (National Interest)

Israel & Germany (Guardian)

Holocaust Envy (Spiked)

Hamas killed Thai nationals deliberately (TOI)

Shias under attack in Pakistan (First Post)

Iraq’s costly break from Washington (Cradle)

The dark world of Canadian immigration consultants (Walrus)

What differentiates BJP from Congress (Print)

Thread: USAID & Gandhi Family (Chronology)

The global rise of African music (New Lines)

When Leftists killed Presidents (Front Page)

Thread: The curse of Queen Alamelamma (Right Singh)

Categories
Links

Linkfest: 07 February, 2025

Some stuff I am reading today morning:

INR declines to 87.58 (HT)

Bombay High Court orders probe into Jai Corp fraud (Money Life)

Solar cell capacity to jump 5 fold by 2027 (FE)

Trump’s tariffs on China bite US online shoppers (Yahoo)

SEBI order in front running of Anuj Sheth (NSE)

Stock Talk: Muthoot Finance (Proinvest Nirmiti)

Jim Chanos on AI (AM)

Don’t freak out (CS)

Tilting the odds in your favour (Novel Investor)

Timing is not everything, but it matters (IT)

Categories
Links

Linkfest: 06 February, 2025

Some stuff I am reading today morning:

Big Ticket IPOs in February 2025 (Fortune)

Why Nifty may cross 25,000 (BW)

Why markets will remain under pressure due to FII selling (FE)

Record demand for Gold (OP)

RBI Governor Malhotra expected to cut rates (BS)

Interview with Sunil Shah (BT)

Trump administration focusing on 10Y Yields (Yahoo)

The case for short selling (Raging Capital)

Making Markets in Time (Pivotal)

The Danger of “Breaking Even” Mindset (AM)

Categories
Links

Linkfest: 05 February, 2025

Some stuff I am reading today morning:

Markets await RBI rate cut (MC)

Gold breaches Rs 85,000 mark (HT)

China’s critical mineral export curbs (OP)

Feb 2025 Letter to Investors (Monarch AIF)

Gold: The immortal asset (Aequitas)

Shit VCs of India (Akhil)

Interview with Howard Marks (The Market)

Deep Seek crashes the AI party (Aswath Damodaran)

How to invest for a post-AGI world ($ & Data)

When incentives change, I change my mind (BI)