Some stuff I am reading today morning:
India’s rampaging rise (The Telegraph)
India’s retail inflation eases to 6.44% (BW)
Calling the top for 2 Year US Treasury Yields (TRB)
Markets are pricing a FED pivot (Zero Hedge)
Credit Suisse default swaps hit record (MC)
Why US regulators seized Signature Bank (CNBC)
Anatomy of a bank collapse (Daily Reckoning)
OPEC is back in control of the oil market (Oil Price)
Don’t chase the past (Charlie Bilello)
Fragile Capitalists (Rational Walk)
Source: Exchange Filings of Yes Bank Ltd
Some stuff I am reading today morning:
US issues statement to protect all depositors (US Treasury)
FED to give additional funding to Banks (FRB)
Adani fully prepays promoter loans (Adani)
The demise of Silicon Valley Bank (Net Interest)
Thread: Jan shorting thesis on SVB (Raging Capital)
Thread: On the Wadia Group (The Kaipullai)
Interview with Peter Perkins (The Market)
March Madness (Anand Sridharan)
Adjusted metrics is an egregious fraud (Jim Chanos)
The forgotten lesson from Ben Graham’s life (Neckar)
Here are the most clicked items on Alpha Ideas this week:
The Chart that’s terrifying US markets (AI)
Capital Markets have reached Singularity (Zero Hedge)
Avoiding Financial Disasters (Ritholtz Wealth)
Special Situation: Aster DM (Stocks Populi)
What is driving pessimism in Asian Paints? (MC)
Where is 10 min grocery delivery headed? (Forbes)
Caste & Crypto (AI)
Nothing Positive (AI)
Thread: What really makes people happy? (Dr Julie Gurner)
Psychological paths of least resistance (Morgan Housel)