Some stuff I am reading today morning:
Trump’s 100% tariffs on Russia ‘s export buyers ( CNBC )
Stealth mode IPOs ( Forbes )
Unlisted market faces reality check ( BW )
Bata’s casual bet pays off ( Fortune )
Company : Hitachi Energy India ( BI )
Vanguard goes big on Crypto ( Yahoo)
Worst decade for US Govt Bonds ( CS )
The case for momentum in investing ( Cliff Asness)
Gen Z trades the same way it gambles ( Sherwood )
Bad advice is everywhere ( Big Picture)
Some stuff I am reading today morning:
Gold beats US stock markets ( Barchart )
Markets challenged by Trump Tariffs ( Yahoo )
Options Trading Volumes decline ( Rediff )
Glenmark’s R&D bet pays off ( MC )
Promoter of VIP Industries to exit ( BSE )
Company: Titagarh Rail Systems ( BI )
Tax on Bitcoin gains ( BT )
The Dinner Table Economy ( FE )
What passive investing has done to our retirement ( DR )
Amazon Prime Day is a scam ( Popular)
Some stuff I am reading today morning:
Trump slaps 35% tariffs on Canada ( FE )
Priya Nair to become first woman MD of HUL ( DH )
Vedanta empire on the brink ( ML )
Merchant Bankers are gearing up for NSE’s IPO ( MC )
India’s options market faces a reality check ( CNBC)
MF AUM nears 75 Lakh Crores ( CM )
Zee shareholders reject Promoter’s resolution ( Fortune)
Company : L&T Technology Services ( BI )
Thread : Interview with S Naren ( NDTV )
A Screenless Future ( Collab Fund )
Some stuff I am reading today morning:
Nvidia becomes first co to hit $4 Trillion Market Cap (Reuters)
Trump sends more Tariff Letters (CNBC)
Trump threatens 50% tariffs on Brazil (CNN)
FM exhorts NBFCs to double loan book (FE)
The slow death of small cars (Forbes)
Bitcoin soars to record highs (Yahoo)
Revenue comes to Crypto (Tomasz Tunguz)
Life Lessons from Trading (J Trader)
The Investing Paradox of Choice (CS)
Anatomy of a WhatsApp Stock Scam (Herb Greenberg)
Some stuff I am reading today morning:
Wall Street is calling Trump’s Bluff (CNN)
Trump threatens 50% tariff on copper, 200% on pharma (Yahoo)
Capgemini to buy WNS (Rediff)
Former SEBI Chief Buch’s hollow defense (BW)
Jane Street saga exposes a deeper problem (ML)
Company: Razorpay (Forbes)
The Tariff Beatings will continue (Paul Krugman)
How AI is fuelling Startup Seed Strapping (Tanay Jaipuria)
Not Smart Vs Stupid (Seth Godin)
2025 Semi-Annual Letter to Investors (Fundsmith)