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)
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)
Some stuff I am reading today morning:
US markets sell off ( CNBC )
Indices get the jitters on rate hike fears ( BS )
Retail participation in Equities Cash segment dwindles ( Rediff )
Reliance Consumer brings back Campa (BW )
Bharat Matrimony gets backlash over Holi ad ( BT )
What is driving pessimism in Asian Paints? ( MC )
Where is 10 min grocery delivery headed? ( Forbes)
Most stock pickers underperformed the 2022 stock pickers market ( Tker )
Market Timing & Interest rates ( Common Sense )
Psychological paths of least resistance ( Morgan Housel )
Some stuff I am reading today morning:
Anti-money laundering provisions imposed on Cryptos (Rediff)
India’s yield curve inverts (BS)
Rate hike season may get longer (FE)
What if FED hikes to 6%? (MC)
Biden Budget proposes taxes on unrealized capital gains (WSJ)
Capital Markets have reached ‘ Singularity’ (Zero Hedge)
On Sovereign Gold Bonds (Basu Nivesh)
On Real Asset Equities (Massif Capital)
Silicon Valley’s AI frenzy (Vox)
Why you should stay invested in stock market (Terry Smith)