Some stuff I am reading today morning:
US Navy will guide ships in Strait of Hormuz (CNN)
Rajasthan Royals sold for 15,660 Cr (BT)
Chinese API price surge (Rediff)
Fear of layoffs grips IT industry (DH)
Recap of Berkshire Hathaway meeting (CNBC)
Stock Talk: Raymond Realty (Zen Nivesh)
The last moat (Microcap Club)
When investment is most businesslike (Novel Investor)
Most investors are playing financial Russian Roulette (R&T)
37 years of compounding (HD)
Some off beat reads for the long weekend:
5 Factors in West Bengal Election (Print)
Demographic change in West Bengal (Dossier)
India is becoming a new global power (TOI)
Pakistanis deported from UAE (New Lines)
How Iran’s regime stays in control (NI)
Russia mulls Mali strategy (Al Majalla)
Asian mothers, bad feelings (Guardian)
Settler pogroms in Palestine (RT)
Europe is no longer pro Israel (MEM)
Israel’s strategic failure in Iran (Niti Shastra)
Eurasian back-door War Economy (R&R)
Horological Hiccups (GWC)
Aurangzeb & Jagannath Temple (Sanatan)
27-year-old revenge killing in Mumbai underworld (IE)
The insipid vegetarian breakfast of luxury hotels (MC)
Some stuff I am reading today morning:
Oil rallies to $120 (OP)
INR near 95/$ (Rediff)
US Fed holds rates steady (FE)
Small & Midcaps record best month in years (MC)
What the exit polls say (BT)
Trump seeks to extend blockade (CNN)
Iran’s economy descends into death spiral (WSJ)
AI is a threat to India’s growth story (CNBC)
Leasing controversy at Bank of Maharashtra (ML)
Killer robots are already here (Conversation)
Some stuff I am reading today morning:
UAE’s shock OPEC exit (CNBC)
US is being humiliated by Iran (Guardian)
Aviation Sector faces fuel shock (BW)
The Oil Squeeze tightens (Paul Krugman)
RBI’s directives on bad loan recognition (BT)
Anil Ambani’s empire in tatters (ML)
Elon Musk Vs Sam Altman (WaPo)
How parents transfer generational wealth to their kids (NY Mag)
The 3 Questions in AI sales (Tomasz Tunguz)
Courage Vs Excuses (Seth Godin)
Some stuff I am reading today morning:
China blocks Meta’s acquisition of Manus (CNBC)
US-Iran both think time is on their side (Yahoo)
Bagmane group to launch REIT IPO (MC)
NSE’s 13 Cr milestone (BT)
Stock Talk: Car Trade (FE)
Company: Southwest Pinnacle Exploration (Zen Nivesh)
A SpaceX IPO odyssey (Aswath Damodaran)
Lessons from Covid Crash (DR)
Are you an analyst or investor? (Microcap Club)
Bad Money (Seth Godin)