Some stuff I am reading today morning:
Canada unveils retaliatory tariffs on US (CNBC)
Let the Bond Market speak (Stanley Druckenmiller)
Delhi HC dismisses NSE IPO plea (NDTV)
Sugar prices rise (DH)
Bitcoin tops $80,000 (MC)
Uranium prices surge (OP)
Stock Analysis: HBL Engineering (Dr Vijay Malik)
OnlyFans owner received $700M in dividends (FT)
Autonomy & Innovation (Stratechery)
Degeneracy is a Symptom (Henry Fudge)
Some stuff I am reading today morning:
Hindustan Copper OFS (NDTV)
US launches ‘Operation Economic Outcast’ (CNBC)
Dark Transits in Strait of Hormuz (CNN)
TCS to buy Porsche’s IT Consultancy (DH)
Company: Natco Pharma (BI)
Sellside Research: Dhoot Transmission (Ambit)
2 Pharmacy Stocks (FE)
Nvidia’s risky business (Stratechery)
Everyone hates bonds (CS)
The economic war goes nuclear (DR)
Some stuff I am reading today morning:
Why I rejected Trump’s Trade Deal (PM Mark Carney)
Trump’s economic challenge (FT)
The bill for Washington spending comes due (WaPo)
Scott Bessent is a Charlatan (Lars Christensen)
Dayanidhi Maran’s fraud (S Gurumurthy)
Made in Amethi: AK 203 (FE)
Sellside Research: Aditya Infotech (ICICI)
Degenerate economy meets Capex bubble (Howard Lindzon)
A stroll through Bubble Land (DR)
How Jack Bogle changed investing forever (Morningstar)
Some off beat reads for the weekend:
India seems immune to global warming (Science Focus)
India’s Titanium bottleneck (ORF)
5 years after the fall of Kabul (Crisis)
The IRGC paradox (MEM)
Iran’s assassination threats against Trump (New Lines)
China warns Japan (Tass)
What Zionism actually is (Pierre Rehov)
The Christianization of Andhra (True Indology)
Why anti-Brahmin hate got fueled (True Indology)
The story of free Dadra & Nagar Haveli (Parimal)
The strategic mind of General Sundarji (FP)
The Malabar Moplah riots (RKS)
Forystufe sheep of Iceland (Sama Hoole)
Time to upgrade Railway food (Binu Alex)
Drive: North Karnataka (Team BHP)
Some stuff I am reading today morning:
Trump has a new Iran plan (CNN)
Gold, silver prices soar (DH)
The F&O Trap (NDTV)
The return of Biyani (MC)
The Crack Spread (NY Times)
Sector: Hospitals (BT)
Sellside Research: MCX (HDFC Securities)
Solar panel prices fell 90% in 15 years (OP)
AI guided drones could attack Moscow (Atlantic)
An Investment No-Man’s Land (IT)