Some stuff I am reading today morning:
US intensifies attacks on Iran (Guardian)
Yemen’s Houthis threaten new oil shock (OP)
Highlights from Buffett’s latest interview (CNBC)
Trump to limit US student visas to 4 years (BS)
Hindsight is not a great teacher (2Point2 Capital)
Stock Talk: BLS International (FE)
The Entropy Trap (DR)
When should DIY Investors fire themselves? (BP)
Retiring @ 40 (BT)
Stop chasing a magic number for retirement (AP)
Some stuff I am reading today morning:
US Senate bill proposes 100% tariffs on India (BT)
US-Iran may be at risk of ‘forever war’ (CNBC)
India-UK FTA comes into force (DH)
Hero announces 1000 Cr investment in Ather (Inc 42)
Groww is India’s largest commodity derivatives broker (MC)
Company: Asian Shoes (BI)
SpaceX stock falls below IPO price (Yahoo)
India’s Human Capital Deficit (ML)
China & Critical Minerals Diplomacy (FT)
The best upgrade (Seth Godin)
Some stuff I am reading today morning:
INR breaches 96/$ levels (FE)
Cash levels of mutual funds fall to 19-month low (MC)
IBM stock price falls by 25% (Yahoo)
Yotta’s AI Infra Playbook (Inc 42)
AI won’t stop China’s decline (FT)
The mileage cost of E20 Petrol (Forbes)
India’s frequent infrastructure failures (ML)
The Re-Mining Revolution (DR)
The discipline to stay boring (Oakmark)
Research: The intra month Momentum Cycle (AA)
Some stuff I am reading today morning:
Trump wants 20% fee on Strait of Hormuz (CNN)
Oil Prices surge by 8% (OP)
Retail inflation climbs to six months high (Forbes)
SC comes down on Kotak Mutual Fund (ML)
Govt keen on IDBI Bank sale (MC)
Deep Dive: REITs (BT)
Costco is the Anti-Amazon (PW)
Gold lessons from the 1970s (DR)
Presentation: Identifying Market Turns (Market Sense)
Mark Cuban on his Shark Tank investments (Yahoo)
Some stuff I am reading today morning:
US launches more strikes on Iran (Arab News)
Oil Prices rise 4% (CNBC)
IPO Review: SBI Funds Management (MC)
Red flags at Millworks Technologies (Ashish Malani)
Airtel’s next growth drivers (BS)
Company: Shree Refrigerations Ltd (BI)
Sector: Shipping Stocks (FE)
Oil as Achilles Heel (Bill McKibben)
Sodium-Ion batteries are here (OP)
Nothing in investing is “Doing Nothing” (BI)