Some stuff I am reading today morning:
Adani dollar bond yields ease by 5% (MC)
India wholesale inflation eases to 2 year low (Rediff)
Nifty Pharma Index hits 2 year lows (BS)
JSW to take call on EV investments (Fortune)
SC pulls up SEBI for filing frivolous cases (Money Life)
Bitcoin smashes past $26,000 (Decrypt)
2023 is the year of Cockroach startups (FE)
Interview with Richard Bernstein (Big Picture)
A Reverse Minsky Moment (Irrelevant Investor)
Conspicuous non Consumption (Seth Godin)
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
