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Linkfest: 18 March, 2025

Some stuff I am reading today morning:

Jewellery demand takes a hit (Rediff)

India to finalize Bilateral Trade Pact with US soon (FE)

BYD unveils new super charging EV Tech (Yahoo)

Pakistan suffers massive loss for hosting Champions Trophy (MC)

Startup: Indra Water (Forbes)

The NASDAQ 100 has become a meat grinder (Josh Brown)

Globalization Backlash & Govt Disruption (Aswath Damodaran)

The Art of Holding (Howard Marks)

The timeless appeal of Market Timing (Monevator)

The dirt tell no lies (Fortunes & Frictions)

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Linkfest : 17 March, 2025

Some stuff I am reading today morning:

Gold surges above 3,000 $/oz ( Reuters)

FPIs sell 30,000 Cr in March (HT )

SEBI’ new position sizing limits hits Prop traders ( BL )

Retail investors bear brunt of stock market crash ( Rediff )

‘Buy Now, Pay Later’ in stocks ( Fortune )

Interview with Joerg Wuttke ( The Market )

American consumer sentiment plunges ( CNN )

Implications of America’s Sovereign Wealth Fund ( Michael McNair )

On Stock Picking in Volatile environments ( ABC )

A lot more ruin ( DR )

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Weekend Mega Linkfest: 13 March, 2025

Some off beat reads for the long weekend:

The growing ferocity of Balochistan insurgency (ORF)

Deciphering Pakistan’s terror nexus (Pakistan Daily)

How Jihadists are expanding across North Africa (JPost)

Attack on Iran is coming (TOI)

The deep state in Israel (JNS)

Why America betrayed Europe (Noah Smith)

Logical fallacy of European thinking (BNE)

Why won’t Trump shut up about Canada? (Walrus)

ABVP’s impact on national politics (Open)

India has tariffs for 3 reasons (Print)

I went on a Singles Ski trip (Outside)

The death of the West (Spiked)

The Islamization of Britain (Rair Foundation)

The making of an 18th Century peace deal (Engelsberg)

Repositioning God as a marketable product (Hill Post)

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Links

Linkfest: 13 March, 2025

Some stuff I am reading today morning:

India’s retail inflatio drops to 3.61% (Fortune)

Trump imposes 25% tariffs on steel & aluminium (CNN)

Ray Dalio sounds alarm on US debt crisis ( MC)

India plans Coal Trading Exchange (OP)

Stock Talk: Zydus Lifesciences (FE)

Is it too late to exit the market? (BW)

The argument against tariffs (East Wind)

Tesla Backlash (Big Picture)

The Walmart Bubble (DR)

Personal Finance: The 1 $ rule (The Street)

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Links

Linkfest : 12 March, 2025

Some stuff I am reading today morning:

IndusInd Bank fiasco explained ( Krishna Appala )

IndusInd Bank confident of Q4 net profit ( BS )

Adani wins 36,000 Cr Mumbai project ( Rediff )

Airtel to bring Starlink to India ( Fortune )

Stock Talk : Titan ( FE )

Interview with Kevin Duffy ( The Market )

Wall Street braces for inflation report ( Yahoo )

In Charts : Selloff in US markets ( Charlie Bilello)

The looming threat of US recession ( Money Life)

Thread : The US cannot be trusted ( N Jayakumar )