Some stuff I am reading today morning:
Asian Markets plunge (Yahoo Finance)
US Stock Futures resume plunge ( The Street)
Crude Oil Crashes (Oil Price)
Trump on the stock market sell off (CNBC)
Fed Chair Powell warns on Trump’s Tariffs (CNN)
India unlikely to retaliate against Trump’s Tariffs (MC)
Shipbuilding, Shipbuilding, Shipbuilding (DR)
Blood on the Street (Blair Belle Curve)
Our best advice is to chill (Albert Bridge Capital)
An Investor’s To-Do list for chaotic markets (Morningstar)
Here are the most clicked items on Alpha Ideas this week:
The absurdity of Trump Tariffs (Arnaud Bertrand)
List of Countries & their Tariffs (White House)
Chaos doesn’t last (AI)
Uncertainty is the cost of Opportunity (AI)
Grauer Weir: Mall Maul (AI)
SME: Best & Worst (AI)
The 2 most dangerous words in investing (BI)
5 Trillion $ and Counting (AI)
Interview with Ajay Khandelwal (CM)
Hindalco: Capacity Dalo (AI)
Some off beat reads for the weekend:
Trump’s Tariff Gambit (Tanvi Ratna)
They’re not Tariffs, they’re Sanctions (American Prospect)
Greenland Vs Trump (RT)
Canada Vs Trump (Newsweek)
Iran Vs Trump (ORF)
Thengadi Vs Trump (Print)
Final Days of Netanyahu’s Premiership (JPost)
Pakistan: Growth on Ventilator, Credibility in Coma (BR)
Israel: An Anti-Colonial Truimph (Spiked)
The death of Farmer’s agitation (Open)
Congress to lose Hindu, Muslim & Christian votes over Waqf Bill (N18)
Thread: The Deel Spy (TBPN)
‘Islamist’ is a fabricated term (Dan Burmawi)
Thread: Maharj Jaychandra (Right Singh)
Drive: Araku Valley (Team BHP)
Source : Wall Street Journal
