Categories
Links

Linkfest: 14 January, 2026

Some stuff I am reading today morning:

US steps up for action in Iran (WSJ)

Iran’s currency has collapsed (Climateer)

US-China talks could get derailed due to Iran (CNBC)

Iran unrest hits Indian basmati rice exports (Rediff)

GoI against 10 min delivery promise (Forbes)

Illusion of calm in Indian markets (ML)

Sector: Insurance Stocks (FE)

The Kelly Criterion (Sung Capital)

It’s becoming difficult to meet long term financial goals (BI)

Forecasting Follies 2025 (BL)

Categories
Chart

The $ 4 Trillion Club

Source: Wall Street Journal

Categories
Chart Gold Silver

What a Parabolic Move looks like

Source: Financial Times

Categories
Links

Linkfest: 13 January, 2026

Some stuff I am reading today morning:

Trump puts 25% additional tariffs on Iran’s trading partners (CNBC)

India, Germany finalize 19 pacts (HT)

India continues Russian crude imports (MC)

Gold, Silver surge due to assault on FED (Yahoo)

PACO Vs TACO (DR)

Company: 3B Blackbio DX Ltd (SI)

MUFG’s $4.45 Bn Investment in Shriram Finance (ML)

The rise of second order pricing constructs (2Point2 Capital)

Consistent Fund Performance is overrated (Morningstar)

UK can seize Russian shadow fleet vessels (The Times)

Categories
MegaTrends

Mega Trend: The Rise of Home Elevators

Source: Investor Presentation of LT Elevators Ltd