Category: Links

Some stuff I am reading today morning:

US surpasses China to become India’s largest trading partner (BS)

Coal shortages in India are worsening (BW)

Investigations continue in Axis MF front running case (Rediff)

Big Tech selloff is long overdue (Bloomberg)

On a painfully strong $ (FE)

The decade of cheap Uber rides is over (Slate)

IQ isn’t enough for investing success (Humble $)

Strip Club Indicator (Indy100)

Learnings from super investor Robert Wilson (Novel Investor)

Memo: Bull Market Rhymes (Howard Marks)

Some stuff I am reading today morning:

Moody’s slashes India’s GDP growth to 8.8% (Rediff)

Govt withdraws BPCL disinvestment process (BS)

Coal India to divest 25% in BCCL (MC)

Company: Stellantis (Forbes)

Sequoia Memo to Founders (Fortune)

How we think about cash (John Neff)

How much longer can Google own the Internet? (Vox)

Finally, a stock market crash ! (Money Mustache)

This breakdown is the real McCoy (Jeremy Grantham)

Every Bear Market is different (Charlie Bilello)

Some stuff I am reading today morning:

Russia to default (CNBC)

Govt approves sale of remaining stake of HindZinc (BS)

A tax cut to fight inflation (Forbes)

Railways may scrap dedicated freight corridors (Rediff)

The many shades of Zomato CEO Deepinder Goyal (MC)

Crypto: Uniswap passes $1 Trillion in trading volume (Crypto Briefing)

Interview with Surjitt Singh Arora (Morningstar)

What we should remember about bear markets (BI)

Cash, Buffett & Gold (Katusa)

Why Compounding is so difficult (John Neff)

Some stuff I am reading today morning :

Govt weighs in on edible oil, sugar ( FE )

On the Adani, Ambani rivalry ( BS )

Grasim doubles down on Paints business ( BW )

Startup : Uravu Labs ( Forbes )

Thread : Why markets are imploding ( Bill Ackman )

You have to buy when prices are falling ( Bill Miller )

You can probably time the market ( Rubin Miller )

Grim Diesel ( Doomberg )

On the global food crisis ( Daily Reckoning )

Ukraine could be beginning of Third World War ( George Soros )