Category: Links

Some stuff I am reading today morning:

Global markets crash as summer rally fades (CNBC)

US markets got stopped at 200 Day Average (TRB)

UK inflation could hit 18% next year (BBC)

Yield Curve is predicting a black swan event (Simon Ree)

Saudi Arabia wants to cut oil production (SPA)

Future of India Crypto looks blurred (Forbes)

Saving speculation to improve investment (Integrating Investor)

Narrative always follows price (Common Sense)

Adam Neumann’s new startup Flow (Newcomer)

US economy under pressue (Transcript)

Some stuff I am reading today morning:

FPIs turn positive on India (MC)

Europe is heading into a depression (Tuomas Malinen)

Can India outsmart Chinese handset players? (Forbes)

Adani Power surpasses NTPC in market cap (BS)

L&T to invest $2.5 Billion in green energy (FE)

How to do business analysis of Fertilizer Cos (Dr Vijay Malik)

Report: The Future of Copper (Oroco Resource)

Ethereum: The Merge (A VC)

How to tame regret (Humble $)

Thread: 8 reasons why the P/E ratio can be misleading (Brian Felodi)

Some stuff I am reading today morning:

Discoms of 13 states barred from power trading (BS)

IPO season is back (MC)

Wipro cuts variable pay of employees (Rediff)

Marico eyes 500 Cr from D2C brands (BT)

Convenience fees on flights, movie tickets to be regulated (Fortune)

Pantomath Stock Brokers fined by SEBI (Money Life)

Business as usual at Baillie Gifford (Bloomberg)

Alpha from short term signals (Larry Swedroe)

Interview with Kenneth Tropin (Barry Ritholtz)

Research: SME Exchanges of India (RBI)

Some stuff I am reading today morning:

Centre to provide subsidy to agri loans (Fortune)

SEBI is ignoring customer needs (Debashis Basu)

Blackstone to sell 4,000 Cr of Sona BLW shares today (BS)

GAIL feels blowback from Ukraine war (Rediff)

Dmart eyes five fold growth (FE)

Company: Wagh Bakri (Forbes)

14 years of Mutual Fund Investing (Free Fincal)

The biggest reason for bad valuations (Aswath Damodaran)

The SPAC King goes silent (Yahoo)

Do DIY investors under perform? (Occam Investing)