Some stuff I am reading today morning:
Fed to keep zero rates till 2022 (ET)
Political risk rises for Bajaj Finance (Times Now)
S&P retains India’s rating and outlook (BS)
Small Caps get their mojo back (Mint)
Interview with Amul’s R S Sodhi (Forbes)
US Institutional Investors warm up to Crypto (Coin Desk)
You are not smarter than Stanley Druckenmiller (Money Maven)
TikTok is having a monster 2020 (Verge)
Expats leaving Dubai (MSN)
Why we are blind to probability (Morgan Housel)
Some stuff I am reading today morning:
Delhi Covid crisis intensifies (FE)
Emirates sacks 600 pilots in a day (MC)
Adani wins world’s largest solar project order (BS)
How Ola plans to ride out the storm (Mint)
Looking for moats in AMC stocks (Larissa Fernand)
Worries about a retail investor led speculative mania (Credit Writedown)
Podcast with Jeremy Grantham (Overcast)
Investor Presentation by Jeffrey Gundlach (ZH)
Expense ratio in Mutual Funds (Good Moneying)
How to bootstrap a $ 20 Million business without VC/Angel funding (Paras Chopra)
Some stuff I am reading today morning:
Beware the ‘bull trap’ in a bear market (BS)
Mall owners reluctant to drop rents (FE)
Interview with Uday Kotak (Forbes)
Migrants eye an return to cities (Mint)
NSE shutters NOW (BL)
Equity MFs inflow hit 5 month low in May (Rediff)
Rakesh Jhunjhunwala’s ‘ The mother of all bull runs’ (Rahil Jasani)
Inflection Point? (Humble $)
Rip Van Winkle and the Stock Market (Wisdom Tree)
Tail Risk Hedging (Verdad Cap)
Some stuff I am reading today morning:
95% of all stocks have gained since May 18 (BS)
Emerging Market rally seems unstoppable (Mint)
RBI admits it may take more than a year to recover (Latha Venkatesh)
Uday Kotak tells India Inc what to do (FE)
Another day, another cheque for Jio (ET)
Stocks Analysis: HLE Glascoat Equipment (Kiran D)
The time for gold has come (Manish Bhandari)
Covid19: Self Assured Destruction in the US (Epsilon Theory)
Sustainable investing is set to surge (CNBC)
Permanent Assumptions (Morgan Housel)
Some off beat reads for the weekend:
George Soros Vs Modi (You Tube)
Gossip: Fake Tak (Sameet Thakkar)
Hong Kong was never really British (RT)
Turkey is winning in Libya (Al Jazeera)
Police Vs Protestors in the US (T Greg Doucette)
Mahadeva as Nataraja (Srikanta Krsnamacharya)
Karakoram : A high altitude travel diary (You Tube)
History lessons from Galwan (Claude Arpi)
Climate change will make this century even worse (Indi Samarajiva)
One idea (J Mathrubootham)
Why my black parents were so strict (Atlantic)
The power of crowds (Guardian)
How Vivek Mahbubani became the funniest person in Hong Kong (SCMP)
JJ Murphy: Kerala’s rubber man (LHI)
Obituary: Basu Chatterjee (Mint)