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Links

Linkfest: 30 January, 2026

Some stuff I am reading today morning:

Economic Survey of India FY2026 (BS)

Oil prices cross $70 (Reuters)

Gold, Silver rally enters dangerous phase (Yahoo)

Trump sues IRS for $10 Billion (CNBC)

India must scrap capital gains tax on Foreign Investors (FE)

Company: CKC Fragrances (BI)

The New Commodity Supercycle (DR)

Your Margin, My Opportunity in Software (Tomasz Tunguz)

My Trading Beliefs (All Star Charts)

Learning from Sir Christopher Hohn (MI)

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ConferenceCall

Waaree: Supply & Demand

Source: Earnings Call of Waaree Energies Ltd

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Chart

The $ Index

Source: Wall Street Journal

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Links

Linkfest: 29 January, 2026

Some stuff I am reading today morning:

FED leaves rates unchanged (Reuters)

Gold jumps to $5,500 (Yahoo)

Gold loan book has doubled in 2 years (Rediff)

$714/oz Silver?! (DR)

US Consumers are paying for Trump tariffs (LA Times)

India’s luxury car industry to boom (Forbes)

The Trust Deficit (Aswath Damodaran)

Tether will become Gold Central Bank (The Block)

Ads in the age of AI (Tanay Jaipuria)

Q4 2025 Letter to Investors (Greenlight)

Categories
Links

Linkfest : 28 January , 2026

Some stuff I am reading today morning:

Benefits of India-EU FTA ( BT )

India-EU FTA to be implemented in 2026 ( FE )

Trump yet to react to India-EU FTA ( CNBC )

Why India – US trade deal is stalled ( ET )

USD under fire ( Yahoo )

Gold crosses $ 5,200 /oz ( Reuters )

Why banks went on strike yesterday (ML )

2026 : This is AGI ( Sequoia)

Hyderabad land prices break records ( Hindu )

Tim Cook is captured ( Om Malik )