Some stuff I am reading today morning:
Trump is threatening to blockade Strait of Hormuz (CNN)
Wary investors eye another escalation in Iran war (Yahoo)
Trump’s War has weakened America (NY Times)
A Panicked Race for oil barrels (Bloomberg)
Mutual Funds cut cash holdings (MC)
GoI hikes windfall tax on diesel, ATF (Rediff)
Corporate Jihad in TCS Nashik (Zee)
Anatomy of a Multibagger (Bhavik Mehta)
Deep Dive: DAM Capital Advisors (Zen Nivesh)
What kind of bear market is this? (ML)
Here are the most clicked items on Alpha Ideas this week:
Who is Satoshi Nakamoto? (NY Times)
The Iran war broke the Petro Dollar (Bloomberg)
Long Term Money (Morgan Housel)
Is India ‘Fragile’ again? (FE)
Top IPOs of FY2026 (AI)
ABB India: 30 Years (AI)
Tesla in India (AI)
Mega Trend: India MF AUM (AI)
Meta’s AI Model is here (CNBC)
Tale of 2 Bear Markets (91 Capital)
Some off beat reads for the weekend:
The war has not ended (Arab News)
The Iran War Balance Sheet (Jerusalem Post)
Ceasefire is a misstep (TOI)
America has reached the limits of its power (RT)
Pakistan’s balancing act (New Lines)
UAE-Pakistan rift sharpens (Cradle)
America’s Suez Moment (Niti Shastra)
Illusion of peace in Muslim world (MEM)
Nepal’s political reset (ORF)
Regime change in Cuba (Engelsberg)
The Battle for Hungary (Korybko)
Life as a foreign student in UK (Guardian)
Urban Maoism still persists in India (Organizer)
When Iranians were settling in Bombay (Scroll)
Punjabi Princess Sophia Duleep Singh (Smithsonian)
