Tag: linkfest

Some stuff I am reading today morning:

Trump may declare National Economic Emergency ( CNN )

UBL stops supply to Telangana ( DH )

M&M opens EV battery facility ( Fortune )

Govt revises gold import data ( Rediff )

BP to help India boost oil production ( Oil Price )

FED will move slowly on rate cuts ( CNBC )

Thread : China interest rates are lower than Japan ( Kobeissi)

How front running distorts capital markets ( FE )

New guidelines for Research Analysts ( SEBI )

New guidelines for Investment Advisors ( SEBI )

Some stuff I am reading today morning:

The US stock market has never been more concentrated ( FT )

Haldiram’s snacks empire attracts global interest ( BS )

Housing sales hit 12 year high in 2024 ( DH )

PLI scheme for speciality steel ( Fortune)

Sector : Hotels ( MC )

Are 5 Year Tax Saver deposits still worth it? ( Apna Plan )

5 Investment Mistakes to avoid ( Basu Nivesh )

The Great Crypto Crash ( Atlantic )

Memo : On Bubble Watch ( Howard Marks )

What do investors expect in 2025? ( BI )

Some stuff I am reading today morning:

Indian Markets have their worst fall in 3 months (BS)

Vinay Hiremath, the man who sold his startup for $975M (HT)

CBDT’s extended tax deadlines (DH)

China to curb exports of Lithium Battery Tech (Oil Price)

Capital Group is the ‘Big Client’ in Ketan Parekh case (Fortune)

Thread: Mis Guidance at Atam Valves (Chirag Jain)

Looking back from 2035 (Cliff Asness)

Microstrategy goes on another Bitcoin buying spree (Sherwood)

Crypto trends for 2025 ( The Street)

The Preening Duck error in Bull Markets (Buffett)

Some stuff I am reading today morning:

Debt Mutual Funds may get tax relief ( FE )

India’s coal production hits all time high in 2024 (Fortune)

Bleak Q3 awaits FMCG Cos (Rediff)

Lohum to set up 20,000 MT Cathode Active Material Facility (ET)

Thread: Power & Instrumentation Gujarat Ltd (Pratham Khanna)

Thread : Red Flags at Polymatech ( Invest India )

Accounting Fraud at Carvana (Hindenburg)

8 Predictions for India eCommerce in 2025 (Inc 42)

Interview with Larry McDonald (The Market)

Live a Little (Contessa Capital)

Some stuff I am reading today morning:

Order against Rohit Salgaonkar, Ketan Parekh ( SEBI )

New Virus Outbreak in China ( Times Now )

Fixed income outlook 2025 ( BS )

Rein in tax terrorism ( FE )

Thread : On investment firms ( Skwigglylines )

Egg Freezing in India ( Forbes )

Blinkit launches 10 minute ambulance service ( Fortune )

2024 – The year of meme coins ( Block )

3 improvements for 2025 ( F&F )

Nobody knows anything ( Big Picture)