Some stuff I am reading today morning:
Brent crude hovers around $109 (CNBC)
Hormuz crisis is intensifying (OP)
OMCs selling 5% blended diesel (HT)
LLoyds opens copper mine in Papua New Guines (NY Times)
Stock Talk: NALCO (FE)
Deep Dive: Thomas Cook India (Nine One Capital)
Bhakti at the Box Office (Forbes)
EU refused US call to impose tariffs on India (MC)
Chaos in France (CNN)
Cracks appearing in AI infrastructure boom (FT)
Some off beat reads for the weekend:
Amit Shah wields the Shield (Open)
The Houthi model should worry India (FP)
Thread: US Ambassador Sergio Gor (Observer)
China’s Growth Machines (WIP)
Israel’s new Security Doctrine (INSS)
British Monarchy faces legal challenges (RT)
Trump Vs Zelensky (Al Majalla)
How Phil Ruffin built his real estate empire (TNI)
Jerry Seinfeld is no longer welcome (TOI)
Travel to Istanbul for hair transplants (Walrus)
Why Data Centers have become military targets (Time)
Let Muslims of India declare themselves (Gen Cariappa)
How to catch a liar (Science Focus)
Travel: Zanskar Valley (Team BHP)
Some stuff I am reading today morning:
Yes Bank AT1 Bondholders win in Supreme Court (ML)
Jio’s ambitious plans (DH)
Why Marco Rubio is going to Jamnagar (BW)
Investors sour on AI debt (CNBC)
SEBI revises CAS timings (NDTV)
Modi’s FTA push (Bloomberg)
Why IDBI Bank was sold at 81 Rs/share (BS)
The AI music is still playing (Venky Ganesan)
Don’t trust people who talk like this (HB)
Keep Evolving (Microcap Club)
Some stuff I am reading today morning:
SIPs hit record highs in September (FE)
Retail inflation hits 21-month high (BT)
SEBI notifies new PMS regulations (MC)
Sunil Bharti Mittal conferred France’s highest civilian award (HT)
TVS Family Feud (Fortune)
Company: Shyam Steel Industries Ltd (BI)
Inside the secret Russia-Iran pipeline (OP)
From Speculation to Investment (Microcap Club)
Irresistible Siren Song of Recent Returns (2Point2 Capital)
Tail Risk Protection (Alpha Architect)
Some stuff I am reading today morning:
Saudi airports under attack (CNN)
The IPO boom (BI)
Pantomath: Banker, Buyer and Seller (BW)
Flipkart ESOP tussle (MC)
India’s Space Startups (BT)
3 Gold Jewellery stocks (FE)
Stock Talk: Tega Industries (SOIC)
Notes from Bharat Connect Conference (Zen Nivesh)
China is importing record amounts of gold (CNBC)
Charlie Munger’s interview with Todd Combs (FS)