Some stuff I am reading today morning:
US-Iran talks likely to resume (Jerusalem Post)
US Naval blockade could strangle Iran’s economy (Iran Int)
Petrol, Diesel losses widen for OMCs (Rediff)
Trump’s Tariffs could be restored by July (MC)
Why Central Banks are selling gold (CNBC)
Stock Talk: Solar Module Stocks (FE)
China Shock 2.0 (FT)
The Rare Earth Trap (OP)
My investment beliefs (BI)
Key findings on Diversification (Morningstar)
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)