Category: Links

Some stuff I am reading today morning:

Wholesale inflation soars to 10.49% in April (BS)

Reliance Jio to construct largest submarine cable system (BT)

TIPS Industries: Optionality Play ( Ankush Agrawal)

Spotify: The sound of streaming (Fortune)

An Agricultural cycle ( Stock Blogger)

Building parallel financial systems (Diff)

The absurdity of today’s valuations (Bill Gurley)

3 Investment hacks for young people (Larissa Fernand)

Banker quits after making millions in Crypto Currency (CNBC)

Short Selling: Open Letter to Lemonade (Muddy Waters)

Some stuff I am reading today morning:

India’s Covid Catastrophe (Bloomberg)

FPIs continue to sell in May (BT)

Akshay Tritiya is a washout for Indian Jewellers (Rediff)

Adani Green to buy Softbank backed SB Energy (BS)

Former Mastek CEO John Owen joins Route Mobile (BSE)

Crypto now is a reflection of real demand (Mark Cuban)

Wall Street’s greatest piece of financial engineering (Forbes)

10 Questions people ask only in a bull market (Irrelevant Investor)

Play your own game (Morgan Housel)

Interview with Stanley Druckenmiller (Vimeo)

Some stuff I am reading today morning:

How Vitalik Buterin suddenly became worth $ 21 Billion ( CNW)

India’s investment grade status hanging by a thread (CNBC)

RBI is informally telling banks to cut ties with Crypto ( BS)

Covid-19 surge makes India Inc nervous (Rediff)

Two Wheeler dealers fear default on loan payments (BJ)

The Dao of DAOs (Not Boring)

What it takes to succeed in the markets ( Jay Kaeppel)

Medallion Fund: Proof that markets are not efficient ( Cornell Capital)

Will Technology render banks obsolete? (Norges Bank)

Tech, Inflation and the tyranny of the Numerator (LT3000)

Some stuff I am reading today morning:

Godrej Consumer soars 15% on Sitapati’s appointment (BS)

MSCI Index rejig may fetch $350 Million into India shares (Mint)

Traders turn bearish as US markets tumble ( Reuters )

Stock Talk: JSW Energy (Forbes)

Buy Now. Pay Later. is expanding (VOX)

4 Investing Lessons from David Swensen (Nick Maggiulli)

How Apple robbed FaceBook (Mobile Dev Memo)

Gold is right (Daily Reckoning)

Tesla to stop accepting Bitcoin ( CNBC )

Selling hours (Seth Godin)