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Linkfest: 16 July, 2026

Some stuff I am reading today morning:

US Senate bill proposes 100% tariffs on India (BT)

US-Iran may be at risk of ‘forever war’ (CNBC)

India-UK FTA comes into force (DH)

Hero announces 1000 Cr investment in Ather (Inc 42)

Groww is India’s largest commodity derivatives broker (MC)

Company: Asian Shoes (BI)

SpaceX stock falls below IPO price (Yahoo)

India’s Human Capital Deficit (ML)

China & Critical Minerals Diplomacy (FT)

The best upgrade (Seth Godin)

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Linkfest: 15 July, 2026

Some stuff I am reading today morning:

INR breaches 96/$ levels (FE)

Cash levels of mutual funds fall to 19-month low (MC)

IBM stock price falls by 25% (Yahoo)

Yotta’s AI Infra Playbook (Inc 42)

AI won’t stop China’s decline (FT)

The mileage cost of E20 Petrol (Forbes)

India’s frequent infrastructure failures (ML)

The Re-Mining Revolution (DR)

The discipline to stay boring (Oakmark)

Research: The intra month Momentum Cycle (AA)

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Linkfest: 14 July, 2026

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)

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Links

Linkfest: 13 July, 2026

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)

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Weekend Mega Linkfest: 10 July, 2026

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)