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Links

Weekend Mega Linkfest: 30 January, 2026

Some off beat reads for the weekend:

For US, India is both ally and adversary (FP)

Where will the NCP go from here? (Sujit Nair)

Cuba has 15 days of oil left (FP)

The US has abandoned Syria’s Kurds (TOI)

From Persia to Iran (Niti Shastra)

South Korea: Happily Unmarried (New Lines)

A Rhodesian Warning for Liberals (ZH)

Be Jensen Huang (Jaynit)

Unemployed folks calling themselves Founders (FP)

By 45, Life has already answered you (Onu Slim)

Thread: 55 Lessons from a 55-year-old (Jil Theo)

How to fix your life in 1 Day (Dan Koe)

A Pune Engineer has mastered Urushi (IE)

How Odissi became popular in Japan (Scroll)

Thread: Food in Lucknow (Kathan)

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Excerpts

Christopher Hohn on Shorting

Source: IMC

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Silver Tweets

Silver Glut

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Annual Reports

MTNL: Fall of a Navratna

Source: FY2025 Annual Report of Mahanagar Telephone Nigam Ltd

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Links

Linkfest: 30 January, 2026

Some stuff I am reading today morning:

Economic Survey of India FY2026 (BS)

Oil prices cross $70 (Reuters)

Gold, Silver rally enters dangerous phase (Yahoo)

Trump sues IRS for $10 Billion (CNBC)

India must scrap capital gains tax on Foreign Investors (FE)

Company: CKC Fragrances (BI)

The New Commodity Supercycle (DR)

Your Margin, My Opportunity in Software (Tomasz Tunguz)

My Trading Beliefs (All Star Charts)

Learning from Sir Christopher Hohn (MI)