Some stuff I am reading today morning:
China & India face oil supply jolt (CNBC)
Reliance to stop buying Russian oil (DH)
Russian experts on Trump’s sanctions (RT)
Stock Talk: Kalyan Jewellers (FE)
Following the Golden Path (DR)
The challenge of diversification (Verdad)
Sanity Check on the markets (Brooklyn Investor)
The Liberation Day crash still matters (AA)
Argentina could be a super power (Unchartered Territories)
Q3 2025 Letter to Investors (Pabrai Funds)