Author: Raoji
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Linkfest: 07 July, 2025
Some stuff I am reading today morning:
August 1 is the new US Tariff Deadline (CNBC)
Nations chase US Trade Deals (Yahoo)
Discounts on Russia Oil reduces for India (OP)
India’s rare earth magnet shortage (Forbes)
Industrial Policy is back again (ML)
Millennium Management in SEBI’s crosshairs (BW)
Sector: Hospitals (FE)
Stock Talk: Reliance Industries (Finshots)
Company: Hyundai Motor India (BT)
Interview with Tweedy, Browne (The Market)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Honeywell: Not so well (AI)
Selling in a hurry (AI)
Nifty Calculator June 2025 (Nooresh Merani)
Self Sabotage in the markets (Anand Shah)
Dividend Yield Report July 2025 (IDBI Capital)
How Lohum pioneers India’s critical minerals revolution (BI)
5 Risks in Global Markets (AI)
India’s top car makers (AI)
Chart: Global Luxury Market (AI)
Where do stock returns come from? (Quipus Capital)
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Weekend Mega Linkfest: 04 July, 2025
Some off beat reads for the weekend:
Netanyahu in Iran (JPost)
Distributing death in Gaza (RT)
Iraq refused the US leash (Cradle)
Mexico Vs Trump (Jacobin)
Thread: Russia Vs Azerbaijan (Spetsna)
GCC Vs Iran (Aimen Dean)
Thread: Ukrainians Vs Jews (Shoah Ukraine)
Russia was winning WW1 (Rina Luru)
Iran: The cradle of Islamo-Leftism (Spiked)
Sold to the Trump family (Guardian)
Using Google searches to solve crimes (Wired)
Syama Prasad Mookerjee’s role in saving W Bengal (Organiser)
Thread: Cyrus the Great (Mind Voyager)
Over Tourism in the Himalayas (Open)
Ownership Report: Mercedes-Benz GL350 CDI (Team BHP)
Source: Business Line
