Some stuff I am reading today morning:
Silver crosses 2.05L/kilo (HT)
The Silver Singularity ($ Endgame)
SEBI announces market reforms (SEBI)
Company: Chitale Bandhu (Forbes)
Bitcoin’s silent exodus (Bloomberg)
Diversification is the only free lunch in investing (SN)
How long is the long run? (Klement)
Why did you buy that stock? (BI)
How Jeffrey Epstein got rich (NY Times)
The Misfit Tree (Ted Lamade)
Some stuff I am reading today morning:
INR now @ 91.01 $ (Rediff)
Trump orders blockade of Venezuela oil (CNBC)
Indian Investors are thinking long term (CM)
India’s Equity: Update your beliefs (ML)
The 1.6 Lakh Cr Trader (MC)
PE Firm: ChrysCapital (Forbes)
High Income # Wealth (Niteen S Dharmawat)
Money lessons for daughters (Fortune)
What I learnt from reading in 2025 (Masters Invest)
Buy The Dip is a poor strategy (AA)
Some stuff I am reading today morning:
Gold surges to 1.37 Lakh/10g (Rediff)
INR hits record low of 90.72/$ (HT)
Bitcoin resumes slide (Yahoo)
Maruti’s EV push (BT)
Company: Endurance Technologies (Forbes)
The Bond market will not be fooled (AP)
Timing the Golden rotation (DR)
The Concentration Bears are wrong (Josh Brown)
Ukrainian drones neutralize Russian submarine (Reuters)
US could win the AI battle but lose the war (FT)
Some stuff I am reading today morning:
Indian markets are overvalued (Aequitas)
Mutual Funds keep cash levels elevated (MC)
Copper could hit stratospheric new highs (CNBC)
India deepens Russia oil ties (OP)
How Delhi High Court caused Indigo’s chaos (Swarajya)
Chidamabarm, Mayaram are real villains of Dhurandhar (BW)
Crypto treasury cos enters Darwinian phase (Yahoo)
Company: VST Tillers (BI)
Valuations don’t tell you about next year (Tker)
The case for investing in hard assets (Lattice Work)
Some stuff I am reading today morning:
Mexico to impose 50% tariffs on India (MC)
Retail investors sell 23,000 Cr in 2 months (Rediff)
Big Tech is doubling down on India (CNBC)
Theme: Exchanges (FE)
Trillion $ Marketcaps (Aswath Damodaran)
Understanding ROIC of low growth businesses (BHI)
The Vibecession (Kyla)
The discipline of stepping away (Financial Pen)
Bad Strategy (DR)
The Company as a Machine for doing stuff (Not Boring)