Sumeet
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sumeetbadyal.bsky.social
Sumeet
@sumeetbadyal.bsky.social
Sharing what I’m reading
on.ft.com/4nSU0XK How the world’s biggest mining project is a win for China
How the world’s biggest mining project is a win for China
The $23bn Simandou mine in Guinea has taken almost three decades to begin operating but could tilt the balance of power in the global iron ore market
on.ft.com
November 14, 2025 at 2:11 AM
Most of my regime tracking models all signal a regime change well see in a week if their true.
November 14, 2025 at 1:47 AM
First round of chilean election on Sunday. The milei esque canidate is gaining momentum. If no canidate gets 50% or more of the vote the top two go into a second round vote in december. Odds of both final candidates being right wing economically is increasing. polymarket.com/event/chile-...
Chile Presidential Election
Polymarket | Presidential elections are scheduled to be held in Chile on November 16, 2025. If no candidate secures more than 50% of the vote outright, a sec...
polymarket.com
November 13, 2025 at 4:57 PM
Leaning heavy into commodities into 2026. Bullish #$SILJ seems a bit of a bottle neck for data center build out and power grid modernization
November 13, 2025 at 4:19 PM
Fat fingered the expiration on some ionl puts two weeks ago was glad I have the chance to sell them for a profit vs expiring worthless
November 13, 2025 at 3:03 PM
Curious if anyone has any good materials on emerging market etfs. I have positions in #$ECH & #$COLO that have done well but not sure where the flow is coming from
November 13, 2025 at 2:18 AM
PBS Kissinger documentary is quite good
November 12, 2025 at 7:29 PM
on.ft.com/47XRslm Can anything halt the decline of German industry?
Can anything halt the decline of German industry?
Europe’s manufacturing champion is in free fall. Economists are suggesting radical steps to save what is left
on.ft.com
November 12, 2025 at 3:59 PM
Harper's Finest Archives
harpers.org
November 12, 2025 at 7:06 AM
Finning International reports this evening. I expect the guide to be strong given the C5 bill tailwinds.
November 11, 2025 at 2:28 PM
on.ft.com/4p7NDB2 ECB to kick off race for top roles as Lagarde era enters final stretch
ECB to kick off race for top roles as Lagarde era enters final stretch
Four of six jobs on central bank’s executive board become vacant before end of 2027, including the presidency
on.ft.com
November 11, 2025 at 1:43 PM
on.ft.com/4p7NDB2 ECB to kick off race for top roles as Lagarde era enters final stretch
ECB to kick off race for top roles as Lagarde era enters final stretch
Four of six jobs on central bank’s executive board become vacant before end of 2027, including the presidency
on.ft.com
November 11, 2025 at 1:43 PM
Reposted by Sumeet
You already know this; what we have yet to see is how to manage around this:

Why Doesn’t Anyone Trust the Media? Anatomy of a credibility crisis
harpers.org/archive/2025...
Why Doesn’t Anyone Trust the Media?, by Jelani Cobb, Taylor Lorenz, Jack Shafer, Max Tani
Anatomy of a credibility crisis
harpers.org
November 11, 2025 at 1:04 PM
XPENG flying overnight
November 11, 2025 at 3:16 AM
Been impressed with z.ai and glm. Should really use it more
Z.ai Chat - Free AI powered by GLM-4.6 & GLM-4.5
Chat with Z.ai's free AI to build apps, create presentations, and write professionally. Fast, smart, and reliable, powered by GLM-4.6.
z.ai
November 10, 2025 at 6:18 PM
Massive (formerly polygon) for 20 years of ohclv on options and 10 years of stock data

Finnhub for earnings and dividends

VIX from yfinance + Gemini

Parquet file format
November 10, 2025 at 5:34 AM
on.ft.com/47LbkrI Is Bangladesh’s Gen Z revolution falling apart?
Is Bangladesh’s Gen Z revolution falling apart?
Over a year after the ousting of Sheikh Hasina, the student movement is losing faith in the possibility of real change
on.ft.com
November 10, 2025 at 5:29 AM
http://byfire.substack.com
t.co
November 10, 2025 at 5:01 AM
Finding good stock data providers is so difficult.
November 9, 2025 at 10:12 PM
Anyone have a cheap way to scrape earnings data in a reliable format?
November 9, 2025 at 3:51 PM
Think my goal for 2026 is to have 30% of my capital in a fully automated systematic fund
November 9, 2025 at 3:22 PM