Some stuff I am reading today morning:
US 30 Year Treasury yield tops 5.19% (CNBC)
How Trump backed off attacking Iran (CNN)
India loses all slots in top 100 cos (MC)
FMCG prices set to rise (FE)
One Hedge Fund holds key to Ukraine (Bloomberg)
Bonds, Barrels and Bulls (ML)
The Case for Shorting (Verdad)
Explaining your strategy to a child (RRP)
Yes, you should gamble (CFA Institute)
No pain, no premium (The Market)
Some stuff I am reading today morning:
US holds off attack on Iran (Truth Social)
India no longer a stock market darling (Bloomberg)
India gets US waiver for Russian crude (OP)
US Justice Department drops all charges against Adani (DH)
Elon Musk loses court battle against Open AI (Yahoo)
Retail investors go all in on Korea (Korea Times)
Euphoria in semiconductor stocks (Josh Brown)
Vodafone Idea confident of comeback (BS)
3 EV Battery Chemical Stocks (FE)
Forget “F*** You Money” (Henrique Centieiro)
Some stuff I am reading today morning:
Moscow attacked by Ukrainian drones (Zelenskyy)
Govt imposes import curbs on Silver (DH)
Bond yield spikes are a warning to markets (Reuters)
Thread: The most asymmetric trade (Jeffrey Currie)
Stock Talk: VIP Industries (FE)
Deep Dive: Paytm (Zen Nivesh)
Good results. Falling stocks (91 Capital)
India’s oil & gas reforms that never happened (Rajeev Mantri)
How the Iran war has crippled Qatar (MC)
China’s Battery Breakthrough (OP)
Some stuff I am reading today morning:
Centre hikes petrol, diesel prices by 3 Rs/Litre (MC)
US may drop charges against Gautam Adani (BW)
Govt caps duty free gold imports at 100 kg (BT)
India’s wholesale inflation surges to 8.3% (ML)
India’s oil crisis deepens (OP)
Air India cancels 27% international flights (CNBC)
Shortage of aluminium cans in India (NBC News)
Trump-Xi Meeting (LA Times)
Theme: Recycling Stocks (FE)
Skyroot’s Unicorn Milestone (Forbes)
Some stuff I am reading today morning:
S&P 500, NASDAQ at record highs (MC)
INR crashes to 95.8/US $ (Rediff)
FII exodus continues with $22 Billion sell off (BW)
Cabinet clears 37,500 Cr Coal Gasification Scheme (FE)
Interview with David Rosenberg (The Market)
Why airlines are always going bankrupt (David Oks)
Should Indians diversify globally? (Carnelian)
The Math behind Position Sizing (HC)
Private Company Equity is not cash (MCE)
Active Vs Passive distinction is broken (Larry Swedroe)