Sunday, January 29, 2023

Attack on Adani by Wall Street Short-Sellers Hindenberg, Bill Ackman, Nate Anderson, etc

I'd been reading and hearing how Victoria Nuland will soon be meeting with Modi govt on getting India to stop buying oil and military hardware from Russia. "Fat chance of that happening," I thought.

But Victoria Nuland is known to be very predatory and full of dirty tricks. After all, she did show up in Kyiv in 2014 to overthrow the elected govt there and replace it with an anti-Russian one.

So now suddenly we're seeing this attack from Wall Street on Adani group, which threatens to send its stock price tumbling down. And of course Adani are close to Modi. And of course, the usual reliable "fans" NYT, WaPo, etc are also loudly crowing about what's happening.

https://www.nytimes.com/2023/01/27/business/adani-group-shares.html

https://www.washingtonpost.com/business/2023/01/28/adani-hindenburg-anderson-short-selling/

https://www.economist.com/business/2023/01/27/a-short-seller-rattles-gautam-adanis-empire

https://thewire.in/business/with-hindenburg-adani-faces-his-stiffest-challenge-yet

I'm not trying to be a die-hard shill for Modi or Adani, but I can't help but wonder about the coincidence of timing here. Putting Adani group on the ropes would be a useful way to grab Modi by his short-&-curly hairs, to create a pressure-point on the current Indian govt and its foreign policy. Let's not forget how ISRO was attacked through the Devas International scam route.

I feel proud when Jaishankar firmly defends India's basic interests to foreign critics. But sometimes it's easy to forget that we're punching above our weight, when it comes to superpower confrontations and a renewed Cold War. I'm worried that we're very vulnerable to getting sucker-punched in unexpected ways. I'd also like to know more about Hindenberg, Bill Ackman, Nate Anderson, etc. Maybe the swamp they operate in is too murky to trace back to Nuland or NeoCons, but it's nevertheless worth looking into. 

https://www.reuters.com/markets/who-is-behind-hindenburg-company-that-is-shorting-adani-2023-01-25/

Jaishankar on Pak: 'Like Pandavas Can't Choose Relatives, India Can't Choose Neighbors'

Friday, January 27, 2023

Saturday, January 21, 2023

Quick notes: Minority status | Best engineers...

  • Minority status for Hindus: Delhi was the only govt that openly backed granting minority status to Hindus in any form at the state or UT level.

    Delhi said, "The central govt may declare the 'migrated minority status to the followers of Hinduism who are the religious minority in their origin state (i.e. J&K, Laddakh etc) and residing in Delhi after migration from their home state." . . . . . . Why are BJP states opposing this?


  • U.S. vs. China: The race to develop the most advanced chips. After working for years to catch up on U.S. technology, China has developed a chip that can rival Nvidia’s powerful A100.



  • 12 Countries That Produce the Best Engineers in the World:
     12. Singapore
     11. Israel
     10. France
     9. Sweden
     8. South Korea
     7. The Netherlands
     6. Japan
     5. Switzerland
     4. United Kingdom
     3. Germany
     2. China
     1. United States

    China has quickly emerged as one of the best producers of some of the top engineers in the world. It spent 2.40% of its huge GDP in 2020 for the purposes of R&D. Its Chinese Academy of Sciences and Tsinghua University are two of the top go-to universities in terms of quality engineering education. 


  • Industrial espionage: How China sneaks out America's technology secrets


  • TSMC Might Cut 3nm Prices to Lure AMD, Nvidia: N3 is an expensive technology to use. N3 extensively uses extreme ultraviolet (EUV) lithography for up to 25 layers and each EUV scanner now costs $150 million - $200 million, depending on configuration. Increased costs mean lower profits for companies such as AMD, Broadcom, MediaTek, Nvidia, and Qualcomm. . . . TSMC's 3nm Journey: Slow Ramp, Huge Investments, Big Future


  • India joins lithium hunt: Not only Argentina, India is also eyeing lithium reserves in Chile and Bolivia. The Andean Plains straddling Argentina, Chile and Bolivia – collectively called ‘Lithium Triangle’ – have about 56 per cent of the world’s total identified reserve of Lithium.


  • Dr. Jason Fung: Author of The Cancer Code: A Revolutionary New Understanding of a Medical Mystery.



  • Why is alcohol so harmful? The main way alcohol causes health problems is by damaging DNA. When you drink alcohol, your body metabolizes it into acetaldehyde, a chemical that is toxic to cells. Acetaldehyde both “damages your DNA and prevents your body from repairing the damage. Once your DNA is damaged, then a cell can grow out of control and create a cancer tumor.”

    Even a little alcohol can harm your health, research shows. Alcohol also creates oxidative stress, another form of DNA damage that can be particularly harmful to the cells that line blood vessels. Oxidative stress can lead to stiffened arteries, resulting in higher blood pressure and coronary artery disease. “It fundamentally affects DNA, and that’s why it affects so many organ systems.”


  • Nepo (nepotism) babies: Those who use their parents' wealth and popularity to build their own careers. "I don't know anybody who becomes anything if they're just handed money".

    Warren Buffett wrote in 2021 that "after much observation of super-wealthy families, here's my recommendation: Leave the children enough so that they can do anything but not enough that they can do nothing".


Microsoft's Nadella Talks GPT, Mentions Its Use in Rural India

GPT is the powerful new Natural Language Processing model making waves as the latest advancement in Artificial Intelligence. Could it be a Google-killer? Satya Nadella of Microsoft talks about it as a disruptive new influence in industry, since his company has helped fund its development by OpenAI:

Friday, January 20, 2023

of course. biden is our guy, trump is not

from 'all the news fit to print'

Tucker Carlson: Deep State Removed JFK, Nixon - Will They Install Michelle Obama?

Tucker Carlson says US is under the control of a Deep State, who manipulate and orchestrate key political decisions, like ISI-style puppet-masters:

RIP, david crosby

the walrus mustache guy. although i actually preferred graham nash's lyrics and neil young's thin, haunting voice. 

i never got to watch CSNY live. sigh. 

Thursday, January 19, 2023

stroke risk for pfizer vaccine


michel danino on sanskrit education, jan 19th 10am

michel is an outstanding scholar. i have no idea why the MoE hasn't accepted his well-designed NCERT 11th/12th material on indian traditional knowledge as a standard part of the CBSE syllabus. it would go a long way towards negating the brainwashing that indian civilization has produced nothing of value.


mckinsey claims these areas have reached $8300 income, 72.5 years life expectancy

in the time frame 2000-2019. i am a little sceptical about the claim. 

but of course, raghuram rajan would say that it happened in 2004-2014.


two big blows to women (NOT)

1. jacinda ardern decides to hang up her boots and quit being woke queen #1
2. greta thunberg caught on camera LARPing an arrest. nice simulation

Sunday, January 15, 2023

Quick notes: Foreign universities | Himalayan loot...

  • Foreign university campus: Foreign universities will presumably not have reservations. Those seeking quota benefits, therefore, will be confined to state-funded universities.


    - Foreign university campus: First level the playing field.


    - Foreign university campus: Will “superior western education” bring wokeism, minoritarianism, gender issues, racist polarisation etc?



    - Foreign university campus: Go swadeshi to avoid peril.


  • 'Joshimath can't be saved': Not just Joshimath, homes have developed major cracks in Nainital, Uttarkashi, Bhatwari, Gopeshwar, Guptkashi, Karnprayag, Mussorie and a host of villages. Villagers blame the tunneling work being done on the Rishikesh-Karnprayag rail project and the dynamiting taking place for the extension of the Char Dham road for these cracks.


  • How green was my valley: The Himalayan loot that triggered the Joshimath disaster by Madhav Gadgil. . . . 'Even earthquakes don't leave such wide cracks'



  • Android on RISC-V: Google is planning to bring full support for RISC-V chips to Android in the coming years, which could pave the way for RISC-V phones, tablets, smartwatches, set-top-boxes, or automotive systems, among other things.


  • Bye bye: Dell plans to phase out Chinese chips from PCs by next year


  • Taiwan-Invasion war game sees China quickly flopping: Huge cost to US, Chinese and Taiwanese militaries. At the end of the conflict, at least two US aircraft carriers would lie at the bottom of the Pacific and China’s modern navy, which is the largest in the world, would be in “shambles.”

    Those are among the conclusions the Center for Strategic and International Studies (CSIS), made after running what it claims is one of the most extensive war-game simulations ever conducted on a possible conflict over Taiwan.


  • A dud? Why is India's single-use plastic ban failing? Adequate investments have not been made to make the transition. "The might of the plastics industry, really needs a tsunami to shake it up". . . . . Single-use plastic cutlery and plates to be banned in England.


  • Hydra: The Greek island that banned wheels. A growing number of places around the world are looking to reduce reliance on cars.


  • Madhup Mudgal: Haman hai ishq mastana - Kabir Bhajan



Tuesday, January 10, 2023

it was just the other day there was a chip shortage

how long is the bust-boom cycle? this seems surprisingly short. 

still india needs to invest in this area. it's a long-term capability that it needs. 


ftx wants its money back

this is hilarious. that money is gone... poof! disappeared into thin air, mostly into the pockets of the Dem ecosystem.


Monday, January 09, 2023

Saturday, January 07, 2023

using the original names: is that a problem, or only in certain cases?

congressis constantly call yogi adityanath 'ajay bisht', his pre-sannyas name.
this is intended to irritate him.

i personally think this is fine. i used to refer to that big padre godman benedict by his original name ratzinger.

but then why do congressis get pissed when people call the italian antonia maino?
that is her real name after all.

similarly raoul's real name is raul vinci, and his sister's is bianca afaik. he has it in one of his (illegal) multiple passports. 

as dulat, the 'spymaster' who wasn't: typical congressi?

i don't know if he was totally hoodwinked by pak because he WANTED to be, or because he was just a regular congressi. we saw him walk hand in hand with raoul recently. 

utpal kumar, as usual, does a fine job of deconstructing him and his thought processes:


also see how indians in general have been gaslighted into throwing money at kashmiris, who have laughed all the way to the bank: my 2 part rediff column from 2002 on how india is a kashmiri colony.

Friday, January 06, 2023

openAI is being valued at $29 billion

not far from sam bankman-fried's $32 billion. :-)

techno calypse


stanford in the news for all the wrong reasons

first it was the woke list of words to be avoided. now this.

biden gift to indian IT services companies: much higher visa fees

no point being a legal alien. much better to be an illegal. 

biden sends same nominations back to senate

garcetti seems like a serious loser, and biden insists he should be the ambassador to india.

also top nomination for an rop. from the name sounds like a pak. we've seen how lina khan
has worked out so far. 

Dems. so predictable.


floods in the SF bay area

this is worse than anything i have heard of there for years.
 

Tuesday, January 03, 2023

Quick notes: Rupee trade | American accent...