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Linkfest: 21 March, 2025

Some stuff I am reading today morning:

Tariffs are coming April 2 (The Street)

Hindalco to invest 45,000 Cr (Fortune)

Bain Capital to invest 4,385 Cr in Manappuram Finance ( MC)

SEBI directs ex CNBC anchor to disgorge 6.16 Cr in illegal gains (ML)

Stock Talk: BSE (BW)

US Commerce Secretary recommends buying Tesla stock (Axios)

A stronger yen could effect Japan tourism (CNBC)

Anti Dividend Investing (Alpha Architect)

Turning $5 Million into $100 Million (Collab Fund)

Great stocks evolve but most investors don’t (Microcap Club)

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Linkfest: 20 March, 2025

Some stuff I am reading today morning:

China markets to outperform Wall Street (CNBC)

FED leaves rates unchanged ( FED )

Indian Economy continues to demonstrate resilience (RBI)

Nepal’s iconic Khukri Rum enters India ( Fortune)

Company: HAL (Forbes)

Rising geopolitical risks with Iran (OP)

Interview with Yen Liow (Capital Allocators)

Navigating Finances in your 40s (Flyover Stocks)

Credit Card & Travel Hacking (WCI)

Beautiful Vs Practical Advice (Morgan Housel)

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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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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 )