Some stuff I am reading today morning:
Budget Speech of FM Nirmala Sitharaman (IB)
IT Department clarifies on buyback tax (HT)
Sovereign Gold Bond rules changed (BS)
10 big Income Tax changes in Budget (FE)
Gold, Silver prices crash (MC)
Trump says India will buy Venezuela oil (CNBC)
Kevin Warsh is a bad choice for FED Chair (Paul Krugman)
Commodity: Gold (Katusa)
Tesla is no longer a car company (Yahoo)
Trump’s profiteering hits $4 Billion (New Yorker)
Some off beat reads for the weekend:
For US, India is both ally and adversary (FP)
Where will the NCP go from here? (Sujit Nair)
Cuba has 15 days of oil left (FP)
The US has abandoned Syria’s Kurds (TOI)
From Persia to Iran (Niti Shastra)
South Korea: Happily Unmarried (New Lines)
A Rhodesian Warning for Liberals (ZH)
Be Jensen Huang (Jaynit)
Unemployed folks calling themselves Founders (FP)
By 45, Life has already answered you (Onu Slim)
Thread: 55 Lessons from a 55-year-old (Jil Theo)
How to fix your life in 1 Day (Dan Koe)
A Pune Engineer has mastered Urushi (IE)
How Odissi became popular in Japan (Scroll)
Thread: Food in Lucknow (Kathan)
Some stuff I am reading today morning:
Economic Survey of India FY2026 (BS)
Oil prices cross $70 (Reuters)
Gold, Silver rally enters dangerous phase (Yahoo)
Trump sues IRS for $10 Billion (CNBC)
India must scrap capital gains tax on Foreign Investors (FE)
Company: CKC Fragrances (BI)
The New Commodity Supercycle (DR)
Your Margin, My Opportunity in Software (Tomasz Tunguz)
My Trading Beliefs (All Star Charts)
Learning from Sir Christopher Hohn (MI)
Some stuff I am reading today morning:
FED leaves rates unchanged (Reuters)
Gold jumps to $5,500 (Yahoo)
Gold loan book has doubled in 2 years (Rediff)
$714/oz Silver?! (DR)
US Consumers are paying for Trump tariffs (LA Times)
India’s luxury car industry to boom (Forbes)
The Trust Deficit (Aswath Damodaran)
Tether will become Gold Central Bank (The Block)
Ads in the age of AI (Tanay Jaipuria)
Q4 2025 Letter to Investors (Greenlight)
Some stuff I am reading today morning:
Benefits of India-EU FTA ( BT )
India-EU FTA to be implemented in 2026 ( FE )
Trump yet to react to India-EU FTA ( CNBC )
Why India – US trade deal is stalled ( ET )
USD under fire ( Yahoo )
Gold crosses $ 5,200 /oz ( Reuters )
Why banks went on strike yesterday (ML )
2026 : This is AGI ( Sequoia)
Hyderabad land prices break records ( Hindu )
Tim Cook is captured ( Om Malik )