Some stuff I am reading today morning:
Fed hikes by 25 bps ( FED )
On US debt crisis (Stanley Druckenmiller)
Ajay Banga appointed next World Bank President ( MC )
ED raids Mannapuram Finance (Money Life)
Adani stocks under selling pressure (BT)
Minda Corp wants to increase stake in Pricol (FE)
On India’s rural economy (Forbes)
How bad will US Commercial Real Estate get? (Climateer)
Forget Crypto, Buy Gold (Daily Reckoning)
What happened when a company adopted AI (NPR)
Some stuff I am reading today morning:
Half of America’s Banks are potentially insolvent ( Telegraph )
Go First goes bust (BT)
Electric 2 wheeler sales skid (MC)
Implosion of India’s tech startups (BS)
Apple’s Make in India bet (Forbes)
There will be significant losses (Howard Marks)
Research Report: Icahn Enterprises (Hindenburg)
Cutting your way to prosperity (Smead Capital)
AI Market Impact gets real & fast (The Street)
Intelligence Superabundance (Not Boring)
Some stuff I am reading today morning:
First Republic sold to JP Morgan (The Street)
GST April 2023 collections at all time highs (BT)
FPI investors pump in 11,631 Cr in April 2023 (Fortune)
Brookfield, Bharti close 5,000 Cr deal (MC)
SEBI’s Adani probe hits a wall (Rediff)
How metals are forging a recovery (Forbes)
Thread: Gensol Engineering (Ojas Agrawal)
Gold will be the Blowoff Valve (Zero Hedge)
Interview with Stanley Druckenmiller (You Tube)
Vietnam: A beneficiary of Foreign Investment (Palladium)
Some stuff I am reading today morning:
GCPL buys Raymond’s FMCG biz ( Fortune )
Hopes fade for Jet Airways ( FE )
On Right to Repair ( Forbes )
Rent compensation from builder is not taxable income ( Money Life)
Influencers are not the problem ( Safal Niveshak )
No confidence in the FED ( BS )
Cash is the most active investment of them all ( Discipline Funds )
How to produce Trillionaires ( True Blue )
Infinite Replay Value ( Investment Talk)
Some things I think ( Morgan Housel )
Some stuff I am reading today morning:
Retail demand feels the fatigue (Rediff)
How Khaitan & Co became the legal powerhouse for India Inc (Forbes)
Startup: Vivriti Capital (BI)
Taxing Capital Gains more will not reduce equality (Money Life)
Interview with Louis-Vincent Gave (Vallum Capital)
Why the US banking mess isn’t over (Climateer)
Investment regrets of Peter Lynch (CNBC)
Investment Beliefs (Bob Seawright)
Resilience is worth it (Seth Godin)
Q1 2023 Letter to Investors (White Falcon)