Category: Links

Some stuff I am reading today morning:

Are benchmark indices headed towards all time highs? (FE)

Anger grows as Covid-19 engulfs rural India ( BS)

On Insurer death-claims during Covid first wave (Anand Sridharan)

Interview with Kalpen Parekh ( FE)

Return Probabilities of Indian Indices (Abhinav Mehrotra)

How Xiaomi transformed itself into a Made in India brand ( Forbes)

The $4 Billion Unicorn you need to hear about (Tiger Feathers)

As Crypto Currency goes wild, regulators get worried (Washington Post)

Elon Musk, Chamath Palihapitiya, Cathie Wood face a reckoning (Bloomberg)

Grift is Good ( Can Duruk)

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)