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Links

Linkfest: 13 June, 2022

Some stuff I am reading today morning:

India crude oil basket hits 10 year high (Rediff)

Tencent buys a stake in Flipkart (BW)

EU bans petrol, diesel cars from 2035 (Fortune)

Frenzied bidding for IPL media rights (BS)

Interview with Stanley Druckenmiller (You Tube)

The Bear Market Test for Indian retail investors (Udayan Mukherjee)

Thread: IT stocks gone wrong (Ameya Kulkarni)

Interview with Jim Grant (Octavian)

On global wheat supply (Modern Farmer)

US Mortgage Backed Securities aren’t getting a bid (Louis Barnes)

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Links

Weekend Mega Linkfest: 10 June, 2022

Some off beat reads for the weekend:

Inside the siege of Amarula, Mozambique ( Outside )

On Russia’s onslaught in Eastern Ukraine (New Yorker)

Washington’s failed push for Anti-Russian global consensus (American Conservative)

When Israel attacked America (RT)

Netanyahu to regain power in Israel (TOI)

Pakistan in 2047 (Dawn)

The truth about Gyanvapi (Sandeep Balkrishna)

How we can defeat targetted killings in Kashmir (Brigadier Narender Kumar)

How Economic Warfare backfired in Ancient Rome (Zocalo)

The Works of the Monster of Showa (Palladium)

America deserves gun violence (Indi Samarajiva)

A dispatch from Cannes 2022 (Baffler)

Gujarat’s Fishermen: Cast Away (Fifty Two)

The Nightmare (Minal Dave)

Spoof: Ukrainians reflect on first 100 Days of War (The Onion)

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Excerpts IPO

Shut Up & Take

Source : Financial Times
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Chart

Bull Market in Food

Source : Wall Street Journal
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Links

Linkfest: 10 June, 2022

Some stuff I am reading today morning:

Equity MFs record 18,529 Cr inflow in May (Rediff)

Apollo, Reliance make bid for Boots (BS)

Indian consumers are upset with Vehicle Scrappage Policy (BT)

Birla to disrupt paints business (Fortune)

Startup: Mobile Premiere League (Forbes)

Thread: Indian markets are safer than US markets (Nithin Kamath)

Beware of a Bear Market thats more than a cub (Washington Post)

Timing the Recession Vs Timing the Stock Market (Ben Carlson)

Is fund management meant to be sexy? (Evidence Investor)

The Bill Gurley Chronicles (Macro Ops)