Some stuff I am reading today morning:
RBI to inject 3 Lakh Crs liquidity into banking system (BT)
US GDP growth beats forecasts (BS)
Copper prices at record highs (OP)
Russia’s oil plunges to $34 (Bloomberg)
Company: Zaggle (BI)
Why is Silver outperforming Gold? (Yahoo)
Why 2 Cr is the new 1 Cr (FE)
5 Lessons from Buffett’s early letters (Morningstar)
Peer Momentum (Verdad)
Interview with Samantha McLemore (Big Picture)
Some stuff I am reading today morning:
Ambuja, ACC to merge (BT)
Attack on Murugappa Group (Cobra Post)
Mysterious halt in Reliance Infra trading (BW)
Gold, silver hit record highs (Yahoo)
INR is Asia’s worst performing currency (CNBC)
India-New Zealand FTA (MC)
Stock Talk: Apollo Micro Systems (Dr Vijay Malik)
Increasing thefts of copper wire in US (CNN)
Russia’s Arctic Dark Fleet Corridor (Climateer)
2026: A Monetary Tsunami (DR)
Some stuff I am reading today morning:
Ultra Tech Cement gets 782 Cr GST notice (Rediff)
Kajaria Ceramics CFO did a 20 Cr Fraud (BSE)
When Indigo ran out of pilots (Forbes)
Company: 20 Microns (FE)
Gold could hit $10,000 per oz by 2030 (The Street)
Interview with Louis-Vincent Gave (The Market)
How Warren Buffett did it (Seth Klarman)
6 simple ways to improve your investment performance (CS)
The labels that mislead Investors (Excess Returns)
Timing your overnight success (Seth Godin)
Some off beat reads for the weekend:
The Bondi Shooting (FP)
Unrest in Bangladesh (TOI)
The India-Ethiopia Partnership (Korybko)
The Over Production of Indian elites (For Pol)
Europe doesn’t want peace (WSJ)
Iran’s new moral order (Foreign Policy)
The 1975 coup in Bangladesh (GC)
Gaddafi nostalgia (MEM)
The Greek connection to Hanukkah (Homer Pavlos)
Global intifada against Jews (JPost)
The Imran Khan stalemate (Tribune)
2025 was the year of Trump family cashing in (New Yorker)
How Mysore decided the Current Years (Shree Itihaas)
55 Lessons from a 55-Year-Old (Kevin Dahlstrom)
Photos: Japan (Smithsonian)
Some stuff I am reading today morning:
Why India-US trade deal remains elusive (CNBC)
Trump Tariffs are causing crisis in Tamil Nadu (CM Stalin)
Global coal demand at all-time highs (OP)
Danger for India’s diplomats in Bangladesh (MC)
This is the decade of Macro Investing (Ritesh Jain)
Thread: Red Flags at Izmo (Nine One Capital)
Buffett was always a brand guy (Collab Fund)
How to become a moderate millionaire (CS)
How Superstar Mohanlal became a Billionaire (FE)
Why experiences deliver more value than stuff (MM)