Some stuff I am reading today morning:
Trump wants 20% fee on Strait of Hormuz (CNN)
Oil Prices surge by 8% (OP)
Retail inflation climbs to six months high (Forbes)
SC comes down on Kotak Mutual Fund (ML)
Govt keen on IDBI Bank sale (MC)
Deep Dive: REITs (BT)
Costco is the Anti-Amazon (PW)
Gold lessons from the 1970s (DR)
Presentation: Identifying Market Turns (Market Sense)
Mark Cuban on his Shark Tank investments (Yahoo)
Some stuff I am reading today morning:
US launches more strikes on Iran (Arab News)
Oil Prices rise 4% (CNBC)
IPO Review: SBI Funds Management (MC)
Red flags at Millworks Technologies (Ashish Malani)
Airtel’s next growth drivers (BS)
Company: Shree Refrigerations Ltd (BI)
Sector: Shipping Stocks (FE)
Oil as Achilles Heel (Bill McKibben)
Sodium-Ion batteries are here (OP)
Nothing in investing is “Doing Nothing” (BI)
Some off beat reads for the weekend:
The final days of Swami Vivekananda (Sr Sinha)
The next Dalai Lama (Time)
Why America wants Lawrence Bishnoi (BW)
Iran after Khamenei (Al Majalla)
Damascus on Edge (New Lines)
Now Turkey is Israel’s biggest threat (JPost)
Siya Goyal case has shaken Pune’s Marwaris (Print)
Justice Delayed in Indian Judiciary (Amit Schandillia)
Eternal Victimhood of Arabs (Ahmed Al-Khalidi)
India’s Israeli Mirror (MEM)
Abraham Lincoln’s war on King Cotton (Engelsberg)
The World’s most liveable cities (BBC Travel)
St. Thomas Church & Kaapaleeswarar Temple (Cosmic Blinker)
The real power of Quiet Authority (R Balu)
Thread: Travel Tips for Italy & France (Juan Sanchez)
Some stuff I am reading today morning:
Trump’s Iran truce in limbo (Yahoo)
China’s claim against S-400 (BT)
Mutual Fund AUM leaderboard (CM)
Company: SK Hynix (FE)
Q2 2026 returns in global markets (NI)
Why Retail loves SpaceX (AA)
Gold’s obituary just got published (Katusa)
Playing it safe can make you poor (BN)
Time to sell these stocks (DR)
Generous Collusion (Seth Godin)
Some stuff I am reading today morning:
US attacks Iran (CNBC)
Indonesia buys Indian missiles (BW)
India’s $100 Billion Grid bet is accelerating (OP)
Nvidia’s $1 Trillion sell off (Yahoo)
Deep Dive: Indian Drone Industry (Nothing Linear)
Research: Hexagon Nutrition (Birch Tree)
Mid-2026 Letter to Investors (Terry Smith)
The AI Data Centre cover-up (FT)
Save more instead of chasing higher returns (HT)
On Portfolio Construction (Pardinhos)