Some stuff I am reading today morning:
Markets await RBI rate cut (MC)
Gold breaches Rs 85,000 mark (HT)
China’s critical mineral export curbs (OP)
Feb 2025 Letter to Investors (Monarch AIF)
Gold: The immortal asset (Aequitas)
Shit VCs of India (Akhil)
Interview with Howard Marks (The Market)
Deep Seek crashes the AI party (Aswath Damodaran)
How to invest for a post-AGI world ($ & Data)
When incentives change, I change my mind (BI)
Some stuff I am reading today morning:
FPIs withdraw 64,000 Cr from Equities ( Rediff )
Trump imposes tariffs, sanctions on Colombia ( CNBC )
Counter offer for Religare Enterprises ( BS )
Power Producers face 1000 Cr loss ( DH )
India’s brain washed investors ( MC )
On Cash Calls ( Nooresh Merani )
Startup : Join Ventures ( IR )
Global Value Investing in our era ( Li Lu )
5 Scenarios for the Year of the Snake ( Peter Tasker )
The one chart that explains US markets ( Josh Brown )
Some off beat reads for the weekend:
Realpolitik back in US foreign policy (IM 1776)
Israel just lost a war (TOI)
Foolish Lady Bishop Vs Trump ( Front Page)
The Left hysteria over Trump (USA News)
Thread: Manipur Crisis (Maj Rawat)
2025 will be a lean year for Indian politics (Print)
The menace of illegal Bangladeshi immigrants (First Post)
The forgotten Maoist war in Bastar (Scroll)
Pakistan is losing its Glaciers (New Lines)
Syria’s future depends on the Kurds (NI)
Profile: T K Radha (IAS)
Thread: The evil Jihadi Aurangzeb (Savitri M)
Vedic Wisdom needs to be lived (Maria Wirth)
Drive: Kolkata to Aurangabad (Team BHP)
Letting go of reading goals anxiety (Walrus)
Some stuff I am reading today morning:
Transcript of Trump speech at Davos (WH)
US sanctions hit Russian oil supply to India (Rediff)
Indonesia joins BRICS (Oil Price)
The Union Budget will be a litmus test (Money Life)
Stock Watch: Metal Stocks (FE)
Fund investors are over allocated to stocks (Morningstar)
On $Trump and what it means (Fintech Brainfood)
The perils of abusing leverage (DR)
Honesty about Better (Seth Godin)
Q4 2024 Letter to Investors (Greenlight)
Some stuff I am reading today morning:
Gold hits lifetime high (Rediff)
Modi mulls measures to counter Trump threats (DH)
UK’s wealthiest 10% took half of India’s wealth (MC)
Trump Vs Wind Energy (USA Today)
SEBI proposes Rs.250 SIPs (BS)
Which fund houses are the Equity Champions? (Cafe Mutual)
Bitcoin: Time to cash in? (Forbes)
Jamie Dimon on tariffs (CNN)
Stock market is both -voting & weighing machine (Morningstar)
Buffett: Investing in Industries Vs Cos (AM)