Category: Links

Some stuff I am reading today morning:

Transcript of Canadian PM Mark Carney at Davos (WEF)

Transcript of US President Trump’s speech at Davos (MSN)

Globalism died in Davos (Jim Ferguson)

EU Parliament halts US trade deal (MC)

EU trade deal will be great for India (MC)

BSE Smallcap Index hits 8 month low (Rediff)

Albinder Dhindsa becomes CEO of Eternal (Forbes)

Russia gains $216 Billion in gold rally (Bloomberg)

When do we sell precious metals? (DR)

An Antidote to Personal Stagflation (Root Of All)

Some stuff I am reading today morning:

Gold, Silver hit record highs (DH)

Bloodbath on Dalal Street (MC)

‘Sell America’ trade is in full swing (CNBC)

Markets don’t like Trump’s Greenland play (Yahoo)

Europe can weaponize $10 Trillion of US assets (Bloomberg)

Trump Exhaustion Syndrome (Atlantic)

Company: Adani Power (FE)

SaaS isn’t dead (EM)

Why you can’t time the market (Nick Maggiulli)

The many facets of Stock Momentum (AA)

Some stuff I am reading today morning:

List of outcomes of UAE President’s visit (PIB)

India to become third largest economy by 2028 (DH)

A Commodities Supercycle is afoot in 2026 (MW)

China’s stock market overheats (CNBC)

Retail Equity portfolios continue to trail benchmarks (MC)

Trump links Greenland threat to Nobel Peace Prize snub (FE)

Higher cigarette taxes spark smuggling fears (BW)

A taxing twist in the Tiger’s Tale (ML)

Stocks, Bubbles & Market Myths (Big Picture)

Trump follows the Emperor’s Playbook (DR)

Some stuff I am reading today morning:

INR hits all time low (DH)

Europe plans trade bazooka against US (NY Times)

India’s airline fleet nears 900 (Rediff)

New tax rules threaten offshore investor exits (Forbes)

India’s bet on Defence Tech (Inc 42)

Prices change faster than Stories (Josh Brown)

Why beat the market? (R&T)

Operating Leverage as a source of market inefficiency (LC)

The Multi-Disciplinary Approach to Thinking (Peter Kaufman)

Buffett’s lifelong commitment to reading (Read Trung)