Some stuff I am reading today morning:
Gold outperforms stocks in 2022 (FE)
The necessary 5G gamble for Telcos (Forbes)
Air India plans to buy over 200 planes (Rediff)
AMCs can buy international stocks again (MC)
Startup: Bira 91 (BI)
6 Lessons from the Crypto Crash (Humble $)
Crypto Crisis: Solend (CNBC)
Interview with Richard Thaler (Morningstar)
Not financial advice (Young Money)
Keep it going (Morgan Housel)
Some stuff I am reading today morning:
The Perfect Storm in Oil (Oil Price)
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Interview with Jim Chanos (Joe Weisenthal)
Thread: US is already in a recession (Cathie Wood)
Where does the wealth go when asset prices go down? (Noah Opinion)
Winning by not losing (Ruffer)
3 Types of investors in every bear market (Irrelevant Investor)
Another big Crypto player just blew up (Intelligencer)
The 2022 State of Crypto (A16Z)
The Russian view of the global economic situation (Vladimir Putin)
Some stuff I am reading today morning:
Wall Street crashes on recession worries (BS)
Europe gas prices soar by 50% ( Oil Price )
Fitch upgrades outlook on Adani Cos (Fortune)
Super App: Tata Neu (Forbes)
Company: IntelliSmart (BI)
Your Mutual Fund folio may get frozen without nomination (FE)
Y Combinator: The Institute of Innovation (Generalist)
On Down Rounds (Pitchbook)
The Madman Theory of Commodity Pricing (Elaine Kub)
Why we are not buying the dip in stocks (Blackrock)
Some stuff I am reading today morning:
Fed hikes rates by 75 bps (FRB)
Govt okays mega 5G spectrum sale (Rediff)
Riding the downturn in the markets (BI)
Crypto crash leaves investors in a tizzy (MC)
Crypto firms quake as prices fall (Forbes)
Stock Talk: KPI Green (BS)
Bill Gates on economic turbulence, crypto etc ( Tech Crunch)
So bearish it hurts (Irrelevant Investor)
How to avoid portfolio clutter (Fortunes & Frictions)
The race to recover Qadaffi’s Billions (Vanity Fair)
Some stuff I am reading today morning:
WPI inflation spikes to record 15.88% in May (BS)
How RBI failed on inflation (Arvind Subramanian)
Oil prices spike as OPEC reveals production loss (Oil Price)
Adani ropes in Total Energies for $50 Billion Hydrogen venture (Rediff)
Air India gets CCI approval to acquire Air Asia (Fortune)
Crypto Investors worry about Contagion (CNBC)
Trend Following (TRB)
How bear markets trick gullible investors (Market Watch)
Elon Musk’s emails reveal he is a terrible boss (MSNBC)
Coinbase explains why it’s firing 18% of its employees (Zero Hedge)