Random Thoughts of Analyst

Lab-grown meat: moral mission meets market realities – Link here A Prediction Market About the Past? Sure, Why Not! – Link here The Biggest Risk Everyone Already Knows About – Link here Why barcodes are about to go extinct – Link here The Water Opportunity Is Real. Building a Good Business Is Harder – Link …

Dear Raksha Mantri, Please Fund A Collaborative Combat Aircraft Project ASAP – Link here A Brutal Bond Market – Link here Anthropic’s IPO prospectus shows sweeping AI vision, surging costs – Link here State of Markets II – 100+ Charts On The State of Markets (1H’26) – Link here HSBC moves to bolster Hang Seng …

How Shadowfax Became the Horse Behind India’s 10-Minute Habit – Link here Lex in depth: Anthropic at $2tn isn’t far-fetched – There are several ways to crack the valuation nut. Some suggest the company may be worth far more – Link here The Week in Charts (9/21/26) – Link here (Twitter) India Is Inevitable by …

14 Reasons Robotics is Hard – And why you should ignore demo videos – Link here Why Pokémon cards are selling for more than $1mn – Link here Fallacy of Using Index Price Earnings Multiple as a Valuation Benchmark – Link here Hollywood fears an AI future. China is already living it – Link here …

Jaapa: India Has One Of The Oldest Postpartum Traditions, But It Is China That Has Built An Industry – Link here Research: AI-Generated Ads Perform Worse Than Human-Made Ones—Even When Customers Can’t Tell Them Apart – Link here Kotak MF monthly outlook – Sept’26 – Link here ‘HDFC Merger Contributed To HDFC Bank’s Troubles’ – …

Two Years of Return in Two Months – Link here The Week in Charts (8/25/26) – Link here Why I Was Wrong to Be Bearish on U.S. Stocks – Link here Meta Is Dying. It’s About Time – Link here How the Iranian Shahed Drone Transformed War—With China’s Help – Link here From Cancer Ward …

A Fund Manager Managing ₹10,000 Crore Taught Me This Lesson Yesterday – Link here On one side there is his > Something weird is happening in Indonesia… – Link here  and other side is this > India Stocks Top Indonesia as Asia’s Least-Favored in BofA Poll – Link here How Rogue AI Agents Could Blindside …

(YouTube) Su-30MKI: The Fighter India Designed for Russia – Link here Elon Musk is building a form of capitalism that Adam Smith would hate – Link here How to Disappear: Shopping Online – Link here Seven years on : what our mistakes taught us – Link here The Future, Made in China – Link here …