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)
Some stuff I am reading today morning:
Firm demand for Cochin Shipyard OFS (BS)
Is Tata Motors becoming India’s EV King? (Rediff)
India strategy for Mercedes-Benz (Forbes)
Company: Truevis Technologies (BI)
Commodity: Tungsten (Katusa)
Welcome to the age of the Profit $ (FT)
When AI costs more than the Engineer (Tomasz Tunguz)
An Investor’s first job is to survive (Safal Niveshak)
Spotting bubbles & calling tops (CS)
Dividend Investing is Dead (Flyover Stocks)
Some stuff I am reading today morning:
Oil glut is coming (CNN)
NSE’s IPO in September 2026 (Fortune)
Vedanta’s next growth chapter (BT)
Commodity: Wheat (DR)
Invisible Companies (Colossus)
Stock Market concentration & Fund Portfolios (Klementon)
Reducing risk while selling options (AM)
The hard truth about Stop Losses (Henrique)
Do Economic Moats beat the Market? (WM)
The Age of the Trillionaire (Atlantic)
Some stuff I am reading today morning:
TCS stock price at 6-year lows (FE)
Stock Talk: Azad Engineering (Truth Capital)
Special Situation: Vedanta Oil & Gas (91 Capital)
Deep Dive: Unicommerce eSolutions (Zen Nivesh)
Record volumes in Prediction Markets (CNBC)
155mm Artillery Shells are reshaping warfare (PN)
Russia scrambles for Asian Jet Fuel (OP)
Popularity of Perpertual Futures (John Lothian)
Concentrate or Diversify? (Prabhakar Kudva)
Mr. Market visits Art Basel (Humble $)