Category: Links

Some stuff I am reading today morning:

List of outcomes of UAE President’s visit (PIB)

India to become third largest economy by 2028 (DH)

A Commodities Supercycle is afoot in 2026 (MW)

China’s stock market overheats (CNBC)

Retail Equity portfolios continue to trail benchmarks (MC)

Trump links Greenland threat to Nobel Peace Prize snub (FE)

Higher cigarette taxes spark smuggling fears (BW)

A taxing twist in the Tiger’s Tale (ML)

Stocks, Bubbles & Market Myths (Big Picture)

Trump follows the Emperor’s Playbook (DR)

Some stuff I am reading today morning:

INR hits all time low (DH)

Europe plans trade bazooka against US (NY Times)

India’s airline fleet nears 900 (Rediff)

New tax rules threaten offshore investor exits (Forbes)

India’s bet on Defence Tech (Inc 42)

Prices change faster than Stories (Josh Brown)

Why beat the market? (R&T)

Operating Leverage as a source of market inefficiency (LC)

The Multi-Disciplinary Approach to Thinking (Peter Kaufman)

Buffett’s lifelong commitment to reading (Read Trung)

Some stuff I am reading today morning:

Landmark ruling by SC in Tiger Global-Flipkart case (PN)

India issues travel advisory for Israel (BS)

India’s Smartphone Security push (Inc 42)

Deep Dive: Mahindra Logistics (Zen Nivesh)

Nvidia’s Third Time (Tomasz Tunguz)

The Mag 7 is under performing (Trend Labs)

Materials & Energy stocks take early lead in 2026 (CS)

The brutal bankruptcy of First Brands (Restructuring)

When 40x P/E is a bargain (Flyover Stocks)

The Power of Constraints (Collab Fund)

Some stuff I am reading today morning:

India to sign world’s biggest Rafale deal (MSN)

Explosive rally sweeps over Metals Market (Yahoo)

Bearish Oil sentiment has flipped (OP)

India asks its citizens to leave Iran (BS)

Company: Dabur (Rediff)

Stock Talk: EMS Stocks (FE)

Chaitanya Patil’s NH66 Audit (ML)

Thick desires are Transformative (Tony Isola)

Dead Companies Walking (Tomasz Tunguz)

4Q 2025 Letter to Investors (Oakmark)