Some stuff I am reading today morning:
Risky showdown over Strait of Hormuz (WSJ)
Noida Labour unrest turns violent (ML)
Punjab manufacturing disrupted by Iran war (MC)
Pirojsha Godrej is new Chairman of Godrej Ind Group (Rediff)
Stock Talk: Tata Steel (FE)
SBI’s largest defaulter (BW)
AI in investing (2Point2 Capital)
April 2026 Memo to Investors (Stalwart Advisors)
What’s going on in Private Credit? (Howard Marks)
Silicon Valley & Defense Sector (The Street)
Some stuff I am reading today morning:
Trump is threatening to blockade Strait of Hormuz (CNN)
Wary investors eye another escalation in Iran war (Yahoo)
Trump’s War has weakened America (NY Times)
A Panicked Race for oil barrels (Bloomberg)
Mutual Funds cut cash holdings (MC)
GoI hikes windfall tax on diesel, ATF (Rediff)
Corporate Jihad in TCS Nashik (Zee)
Anatomy of a Multibagger (Bhavik Mehta)
Deep Dive: DAM Capital Advisors (Zen Nivesh)
What kind of bear market is this? (ML)
Some stuff I am reading today morning:
Meta’s AI model is here (CNBC)
Why oil markets remain on edge (OP)
Iran tightens its grip on Hormuz (WSJ)
Why IDBI Bank stake sale failed (FE)
Why Dunkin’ failed in India (The Street)
Company: BEL (BT)
Company: AGI Greenpac (91 Capital)
The future of Asset Management (Bak Stack)
The Upper Middle-Class trap (Nick Maggiulli)
Attention & Effort (Seth Godin)
Some stuff I am reading today morning:
US-Iran ceasefire violated (CNBC)
A Stillborn Ceasefire (DR)
Israel botched the Iran War (Haaretz)
RBI Governor’s Statement (RBI)
Is India Fragile again? (FE)
Stock Talk: Titan (HT)
Barry Eichengreen on the US $ (The Market)
Value Vs Value Light (Pzena)
Inside China’s robotics revolution (Guardian)
Who is Satoshi Nakamoto? (NY Times)
Some stuff I am reading today morning:
US-Iran agree to 2 week ceasefire (CNBC)
Oil prices crash (Yahoo)
Tata Steel hits record production (HT)
Noel Tata Vs N Chandra (Fortune)
Noel Tata Vs Mehli Mistry (Money Life)
Scarce LPG pushes buyers into black market (BW)
Sell Side Research: BEL (ICICI Direct)
Software: Risk-Reward is not in favour (The Market)
Long Term Money (Morgan Housel)
Jamie Dimon’s Letter to Shareholders (JP Morgan)