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Chart

Bull Market in Whey Protein

Source: Financial Times

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Links

Linkfest: 25 August, 2026

Some stuff I am reading today morning:

Hindustan Copper OFS (NDTV)

US launches ‘Operation Economic Outcast’ (CNBC)

Dark Transits in Strait of Hormuz (CNN)

TCS to buy Porsche’s IT Consultancy (DH)

Company: Natco Pharma (BI)

Sellside Research: Dhoot Transmission (Ambit)

2 Pharmacy Stocks (FE)

Nvidia’s risky business (Stratechery)

Everyone hates bonds (CS)

The economic war goes nuclear (DR)

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Chart Tax

Uttar Pradesh is #1

Source: Business Line

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Shipping SME

ABS Marine: Fast Currents

Source: FY2026 Annual Report of ABS Marine Services Ltd

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Links

Linkfest: 24 August, 2026

Some stuff I am reading today morning:

Why I rejected Trump’s Trade Deal (PM Mark Carney)

Trump’s economic challenge (FT)

The bill for Washington spending comes due (WaPo)

Scott Bessent is a Charlatan (Lars Christensen)

Dayanidhi Maran’s fraud (S Gurumurthy)

Made in Amethi: AK 203 (FE)

Sellside Research: Aditya Infotech (ICICI)

Degenerate economy meets Capex bubble (Howard Lindzon)

A stroll through Bubble Land (DR)

How Jack Bogle changed investing forever (Morningstar)