Some stuff I am reading today morning:
Trump prepares fresh tariffs (FT)
Trump to escalate war with Iran (JPost)
US could sanction China over AI (CNBC)
Houthis threaten Saudi Oil (Guardian)
Iran threatens ground invasion of Kuwait, Bahrain (Euro)
Indigo’s market share hits 66.3% (FE)
Signs of Panic among AI lenders (Hedgie)
Notes on Accenture (Peter Skodny)
Angel investor returns in Skyroot (Rahul Mathur)
The Failure Gap (BP)
Some stuff I am reading today morning:
Trump announces 50% tariffs on Canada (Yahoo)
Ethanol blending leads to 1.97L Cr forex savings (DH)
RBI raises 17.4 B $ in FCNR(B) deposits (RBI)
Indigo places largest ever order for aircraft engines (Rediff)
India could dominate Sustainable Aviation Fuel (OP)
Dairy Industry is betting on Value Added Products (BT)
The Consequence Gap (DR)
Cash Secured Puts Vs Holding Cash (AM)
The American dream is stocks not home ownership (Bloomberg)
The old Hong Kong is over (Stephen Roach)
Some stuff I am reading today morning:
Brent Oil tops $90 (Bloomberg)
US-Iran war intensifies (Arab News)
Warning signs in financial markets (The Market)
Interview with Founders of Skyroot Aerospace (FE)
How to analyze Real Estate stocks (91 Capital)
Company: Kissht (Zen Nivesh)
The downfall of Volkswagen (Telegraph)
American tech workers fear job losses (WaPo)
AI: Overvalued, Bubble or Revolution? (BP)
7 Sins of Active Fund Management (Larry Swedroe)
Some off beat reads for the weekend:
Balochistan declares Independence (FP)
Unrest in POJK (Organiser)
India has operationally deployed nuclear warheads (RT)
India’s suspension of Indus Waters Treaty (NI)
Naga-Kuki strife in Manipur (Scroll)
Neither US nor Iran can win (Time)
JD Vance declares war on Israel (TOI)
Philippines Vs China (Crisis)
Rise of Chaotic Multi Polar world order (Niti Shastra)
The Untold Partition Story of Bengali Hindus (DG)
How Egypt lost its Jews and Greeks (Al Majalla)
The Quiet Hand (R Balu)
The Origin of the QR Code (MM)
Failing is common, Trying is rare (Raptitude)
Travelogue: Mauritania (BBC Travel)
Some stuff I am reading today morning:
US intensifies attacks on Iran (Guardian)
Yemen’s Houthis threaten new oil shock (OP)
Highlights from Buffett’s latest interview (CNBC)
Trump to limit US student visas to 4 years (BS)
Hindsight is not a great teacher (2Point2 Capital)
Stock Talk: BLS International (FE)
The Entropy Trap (DR)
When should DIY Investors fire themselves? (BP)
Retiring @ 40 (BT)
Stop chasing a magic number for retirement (AP)