Category: Links

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)

Some stuff I am reading today morning:

Silver crosses 2.05L/kilo (HT)

The Silver Singularity ($ Endgame)

SEBI announces market reforms (SEBI)

Company: Chitale Bandhu (Forbes)

Bitcoin’s silent exodus (Bloomberg)

Diversification is the only free lunch in investing (SN)

How long is the long run? (Klement)

Why did you buy that stock? (BI)

How Jeffrey Epstein got rich (NY Times)

The Misfit Tree (Ted Lamade)

Some stuff I am reading today morning:

INR now @ 91.01 $ (Rediff)

Trump orders blockade of Venezuela oil (CNBC)

Indian Investors are thinking long term (CM)

India’s Equity: Update your beliefs (ML)

The 1.6 Lakh Cr Trader (MC)

PE Firm: ChrysCapital (Forbes)

High Income # Wealth (Niteen S Dharmawat)

Money lessons for daughters (Fortune)

What I learnt from reading in 2025 (Masters Invest)

Buy The Dip is a poor strategy (AA)

Some stuff I am reading today morning:

Gold surges to 1.37 Lakh/10g (Rediff)

INR hits record low of 90.72/$ (HT)

Bitcoin resumes slide (Yahoo)

Maruti’s EV push (BT)

Company: Endurance Technologies (Forbes)

The Bond market will not be fooled (AP)

Timing the Golden rotation (DR)

The Concentration Bears are wrong (Josh Brown)

Ukrainian drones neutralize Russian submarine (Reuters)

US could win the AI battle but lose the war (FT)

Some stuff I am reading today morning:

Indian markets are overvalued (Aequitas)

Mutual Funds keep cash levels elevated (MC)

Copper could hit stratospheric new highs (CNBC)

India deepens Russia oil ties (OP)

How Delhi High Court caused Indigo’s chaos (Swarajya)

Chidamabarm, Mayaram are real villains of Dhurandhar (BW)

Crypto treasury cos enters Darwinian phase (Yahoo)

Company: VST Tillers (BI)

Valuations don’t tell you about next year (Tker)

The case for investing in hard assets (Lattice Work)