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Linkfest: 19 March, 2025

Some stuff I am reading today morning:

Reliance exported fuel from Russian Crude to US (Rediff)

Large ad firms under CCI scrutiny (MC)

SEBI gives final approval to LG Electronics India IPO (FE)

1 Trillion Euro impact on Germany (DW)

US stock sell off has further to go (Yahoo)

Gold’s warning signal (DR)

Halving R&D with AI (Tomasz Tunguz)

Destroying America’s Brand (Paul Krugman)

Capitalism with Chinese Characteristics (Scott Sumner)

Buffett & Munger Unscripted (Rational Walk)

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Links

Linkfest: 18 March, 2025

Some stuff I am reading today morning:

Jewellery demand takes a hit (Rediff)

India to finalize Bilateral Trade Pact with US soon (FE)

BYD unveils new super charging EV Tech (Yahoo)

Pakistan suffers massive loss for hosting Champions Trophy (MC)

Startup: Indra Water (Forbes)

The NASDAQ 100 has become a meat grinder (Josh Brown)

Globalization Backlash & Govt Disruption (Aswath Damodaran)

The Art of Holding (Howard Marks)

The timeless appeal of Market Timing (Monevator)

The dirt tell no lies (Fortunes & Frictions)

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Links

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 )

Categories
Links

Linkfest: 13 March, 2025

Some stuff I am reading today morning:

India’s retail inflatio drops to 3.61% (Fortune)

Trump imposes 25% tariffs on steel & aluminium (CNN)

Ray Dalio sounds alarm on US debt crisis ( MC)

India plans Coal Trading Exchange (OP)

Stock Talk: Zydus Lifesciences (FE)

Is it too late to exit the market? (BW)

The argument against tariffs (East Wind)

Tesla Backlash (Big Picture)

The Walmart Bubble (DR)

Personal Finance: The 1 $ rule (The Street)

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Links

Linkfest : 12 March, 2025

Some stuff I am reading today morning:

IndusInd Bank fiasco explained ( Krishna Appala )

IndusInd Bank confident of Q4 net profit ( BS )

Adani wins 36,000 Cr Mumbai project ( Rediff )

Airtel to bring Starlink to India ( Fortune )

Stock Talk : Titan ( FE )

Interview with Kevin Duffy ( The Market )

Wall Street braces for inflation report ( Yahoo )

In Charts : Selloff in US markets ( Charlie Bilello)

The looming threat of US recession ( Money Life)

Thread : The US cannot be trusted ( N Jayakumar )