Some stuff I am reading today morning:
Gold outperforms stocks in 2022 (FE)
The necessary 5G gamble for Telcos (Forbes)
Air India plans to buy over 200 planes (Rediff)
AMCs can buy international stocks again (MC)
Startup: Bira 91 (BI)
6 Lessons from the Crypto Crash (Humble $)
Crypto Crisis: Solend (CNBC)
Interview with Richard Thaler (Morningstar)
Not financial advice (Young Money)
Keep it going (Morgan Housel)
Some stuff I am reading today morning:
The Perfect Storm in Oil (Oil Price)
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Interview with Jim Chanos (Joe Weisenthal)
Thread: US is already in a recession (Cathie Wood)
Where does the wealth go when asset prices go down? (Noah Opinion)
Winning by not losing (Ruffer)
3 Types of investors in every bear market (Irrelevant Investor)
Another big Crypto player just blew up (Intelligencer)
The 2022 State of Crypto (A16Z)
The Russian view of the global economic situation (Vladimir Putin)
Some off beat reads for the weekend:
What is EU’s alternative to Russian Gas? (RT)
Joe Biden’s Woke Imperialism (Spiked)
What do Saudis want from Biden’s visit? (Arab News)
Ukraine isn’t worth nuclear war ( American Conservative)
Decoding Sri Lanka’s meltdown (ROW)
The God who loves bling (Times of Israel)
Ukraine’s improbable World Cup Qualifier Win (ESPN)
Has Amethi abandoned the Gandhis? (Open)
In defense of burning bridges (Amber Husain)
Sanskrit, State & Science ( Sanjana Ramachandran)
Volunteering with Tibetan refugees (Better India)
Food: Bangladesh Jhal Muri (BBC Travel)
Pilgrimage: Bangalore to Dwarka (Team BHP)
Thread: World’s greatest Impostor (David Zabinsky)
The joys of slow travel (Shivya Nath)
Some stuff I am reading today morning:
Wall Street crashes on recession worries (BS)
Europe gas prices soar by 50% ( Oil Price )
Fitch upgrades outlook on Adani Cos (Fortune)
Super App: Tata Neu (Forbes)
Company: IntelliSmart (BI)
Your Mutual Fund folio may get frozen without nomination (FE)
Y Combinator: The Institute of Innovation (Generalist)
On Down Rounds (Pitchbook)
The Madman Theory of Commodity Pricing (Elaine Kub)
Why we are not buying the dip in stocks (Blackrock)
Some stuff I am reading today morning:
Fed hikes rates by 75 bps (FRB)
Govt okays mega 5G spectrum sale (Rediff)
Riding the downturn in the markets (BI)
Crypto crash leaves investors in a tizzy (MC)
Crypto firms quake as prices fall (Forbes)
Stock Talk: KPI Green (BS)
Bill Gates on economic turbulence, crypto etc ( Tech Crunch)
So bearish it hurts (Irrelevant Investor)
How to avoid portfolio clutter (Fortunes & Frictions)
The race to recover Qadaffi’s Billions (Vanity Fair)