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Linkfest: 24 March, 2026

Some stuff I am reading today morning:

Trump keen on deal with Iran (CNBC)

Iran declines negotiations with US (MC)

Gold hits four month low (DH)

Oil falls after Trump comments (Yahoo)

World faces gas supply edge (FT)

Indian bond yields at 52 week high (FE)

Party is over for Bachcha Party (Vivek Kaul)

How the oil shock will impact India (BI)

Is your bank locker really safe? (Basu Nivesh)

$3 Trillion S&P 500 Gatecrashers (Humble $)

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Links

Linkfest: 23 March, 2026

Some stuff I am reading today morning:

Iran believes its winning (WSJ)

Coming week is critical for global economy (Next Economy)

Govt Bonds face perfect storm (CNBC)

INR hits fresh low (Rediff)

How tax harvesting can help save tax (HT)

Thread: 8 Aerospace stocks (Sekhar)

Notes on the Markets (Persistence Capital)

The median alternative fund is not worth it (BP)

The subtle art of not selling stocks (Chin Hui Leong)

Finding monsters in the Microcap desert (Microcap Club)

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Links

Linkfest: 19 March, 2026

Wishing readers on the auspicious occasion of Gudi Padwa

Some stuff I am reading today morning:

FED holds interest rates steady (Yahoo)

India’s crude oil basket at $146 (FE)

Israel hits Iran’s largest gas field (BT)

Iran attacks Qatar’s gas facility (CNBC)

Gulf states want the Iranian regime destroyed (WSJ)

Tungsten soars 557% (OP)

HDFC Bank Chairman resigns over ethics concerns (BSE)

India’s health insurance crisis (ML)

TIDCO to invest 25 Cr each in Agnikul, Raptee (Inc42)

Financial independence is easy (MM)

Categories
Links

Linkfest: 18 March, 2026

Some stuff I am reading today morning:

The assassination of Ali Larijani (Jerusalem Post)

US-Iran war is roiling commodities (Economist)

The disappearing off-ramp in Iran (Atlantic)

When IPO hype fades (BW)

NSE could be amongst top 15 cos by market cap (BT)

Oil Shocks & Indian Stocks (Calm Investor)

Using LRS for investments (Cafe Mutual)

Stock Talk: Kotak Bank (FE)

Terry Smith explains his underperformance (AM)

Research: Effect of Monsoon on Indian stock market (SSRN)

Categories
Links

Linkfest: 17 March, 2026

Some stuff I am reading today morning:

India puts rider to signing US trade deal (MSN)

Iran sets two conditions for India (MC)

US-Iran war can cause global food shock (FT)

Trump facing stark choices (NY Times)

Weight loss drugs set to flood India (Rediff)

Stock Talk: Gravita India (FE)

Company: Pace Digitek (Value2Wealth)

When low beta stocks stop working (Klementon)

Venture Capital doesn’t exist (Investing 101)

Why I own Gold bars (Humble $)