Category: Links

Some stuff I am reading today morning:

What led to the India-US trade deal ( Bloomberg)

What caused partner exits at Peak XV ( MC)

Bitcoin continues to sink ( Yahoo )

US Supreme Court’s silence on Trump tariffs ( Paul Krugman )

Interview with CBDT Chairman, Ravi Agarwal ( DH )

Stock Analysis : Transformers & Rectifiers ( India) Ltd ( Dr Vijay Malik )

Growing interest in SIFs ( FE )

Alternative investments with Larry Swedroe ( WCI )

Cancer care getting costlier in India ( BT )

How Jeff Bezos brought down the Washington Post ( New Yorker)

Some stuff I am reading today morning:

My advice on the US-India trade deal ( Evan F )

Traders dump software stocks ( Bloomberg )

NSE terminals to Dubai bookies ( BW )

Stock Talk : Shriram Finance ( FE )

Company : Transchem Ltd ( Bhavik Mehta )

The SpaceX- xAI merger ( George Noble )

Best Indian startup investments ( Rahul Mathur )

Silver is the meme trade of 2026 ( CNBC )

The Copper Paradox ( Shanaka Anslem)

Older people consume differently ( Klement )

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 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)