Some stuff I am reading today morning:
India to sign world’s biggest Rafale deal (MSN)
Explosive rally sweeps over Metals Market (Yahoo)
Bearish Oil sentiment has flipped (OP)
India asks its citizens to leave Iran (BS)
Company: Dabur (Rediff)
Stock Talk: EMS Stocks (FE)
Chaitanya Patil’s NH66 Audit (ML)
Thick desires are Transformative (Tony Isola)
Dead Companies Walking (Tomasz Tunguz)
4Q 2025 Letter to Investors (Oakmark)
Source: Mint
Some stuff I am reading today morning:
US steps up for action in Iran (WSJ)
Iran’s currency has collapsed (Climateer)
US-China talks could get derailed due to Iran (CNBC)
Iran unrest hits Indian basmati rice exports (Rediff)
GoI against 10 min delivery promise (Forbes)
Illusion of calm in Indian markets (ML)
Sector: Insurance Stocks (FE)
The Kelly Criterion (Sung Capital)
It’s becoming difficult to meet long term financial goals (BI)
Forecasting Follies 2025 (BL)
Source: Wall Street Journal
