Some stuff I am reading today morning:
China & India face oil supply jolt (CNBC)
Reliance to stop buying Russian oil (DH)
Russian experts on Trump’s sanctions (RT)
Stock Talk: Kalyan Jewellers (FE)
Following the Golden Path (DR)
The challenge of diversification (Verdad)
Sanity Check on the markets (Brooklyn Investor)
The Liberation Day crash still matters (AA)
Argentina could be a super power (Unchartered Territories)
Q3 2025 Letter to Investors (Pabrai Funds)
Some stuff I am reading today morning:
Gold struggles, Bitcoin plunges (Yahoo)
RBI’s gold reserves cross 880 Metric tonnes (Rediff)
P-notes set for quiet burial (FE)
Evolution of a Value Investor (Anshul Saigal)
US National debt accelerates to $38 Trillion (Fortune)
US sanctions Russia’s largest oil cos (MC)
Deindustrializing Germany (Navroop Singh)
Climbing the right ladder (Meaningful Money)
All money, no satisfaction (Nick Maggiulli)
Q3 2025 Letter to Investors (Greenlight Capital)
