US CDC’s Ralph Abraham becomes second top official to quit in a month

⛏️ Commodity Currencies — When Resources Decide Exchange Rates 💡 The Lesson Some currencies don’t follow central banks or GDP reports — they follow commodities.Oil, gold, iron, and wheat prices can make or break entire economies.If you understand this link, you can predict major currency trends months ahead. 🌍 What Are Commodity Currencies? These are…

I believe one trend will dominate financial markets in 2026. It centres on the most boring investment you can possibly imagine. A cryptocurrency that doesn’t go up or down in price. It might sound melodramatic. But if I’m right, the US government is preparing to use this investment as an economic Death Star. It will…

Some stuff I am reading today morning: India-US trade talks intensify (BS) FED on the verge of rate cut (Yahoo) Inside the 250 Cr Gameskraft CFO fraud (Fortune) Company: Urban Company (Forbes) Stock Talk: Pharma Stocks (Rediff) On Scale Economies shared (The Market) The Case against Concentration (Verdad Cap) Crowdedness as an Investing Risk (Morningstar)…

Nissan, Uber, Wayve announce robotaxi tie-up Source link

This article was written by Follow I’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how those factors…