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This Century belongs to Gold
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Trump 1.0 Vs Trump 2.0
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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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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
IndusInd Bank fiasco explained ( Krishna Appala )
Warren Buffett on Diversification (AI)
Time to sell America (AI)
Before the Market fell (AI)
PE Multiples are shrinking (AI)
Top 15 Dividend Yielding Cos (RJ)
Wall Street sell off worse than Dalal Street (AI)
Prudent: Spreading Wealth (AI)
The bubble is bursting (DR)
India struggles to shake off pessimism (DH)
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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)