24 October, 2023 – beragampengetahuan – Beragampengetahuan

Wishing readers a very Happy Dussehra.

Some stuff I am reading today morning:

Wagh Bakri scion Parag Desai passes away (Fortune)

Reliance to buy Disney’s India operations (BS)

Midcap Meltdown-Time to look at largecaps (MC)

Shipping firms under GST lens (BT)

Interview with Rajeev Thakkar (Morningstar)

Why I have turned Bearish (BW)

How bad is the US Bond Market? (Mr Zepczynski)

The Bond Vigilante is back (CNBC)

The true advantage of Absolute Returns investing (David Einhorn)

Wider impacts of the Israel-Hamas War (Zero Hedge)