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)
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 )
Source: Capital Market
Source: Bloomberg
Some stuff I am reading today morning:
Japan’s Bond Market crash (Bloomberg)
India, EU conclude FTA negotiations (MC)
Canada to start FTA negotiations with India (BS)
Trump raising tariffs on S Korea (CNN)
Rally in precious metals continue (Yahoo)
Central Banks saying no to fiat money (Mark R)
Commodity: Copper (Katusa)
Marico buys 4700BC Brand (DH)
Company: Paras Defence (BI)
26 Lessons from Morgan Housel (Shane Parrish)