Some stuff I am reading today morning:
HDFC Bank gets sued in US (NDTV)
Meta settles social media addiction case (CNBC)
No justice in India (Vijay Mallya)
GoI may cut silver, gold duties (MC)
Jayendra Patel, founder of Arman Financial passes away (Arman)
Thread: Pernia’s Pop Up (KK)
Company: OneSource Speciality Pharma (BI)
SME: Vivid Electromech Ltd (Intelsense)
FPI pessimism is no cause for alarm (ML)
Latest empty threat against Iran (Atlantic)
Some stuff I am reading today morning:
Canada unveils retaliatory tariffs on US (CNBC)
Let the Bond Market speak (Stanley Druckenmiller)
Delhi HC dismisses NSE IPO plea (NDTV)
Sugar prices rise (DH)
Bitcoin tops $80,000 (MC)
Uranium prices surge (OP)
Stock Analysis: HBL Engineering (Dr Vijay Malik)
OnlyFans owner received $700M in dividends (FT)
Autonomy & Innovation (Stratechery)
Degeneracy is a Symptom (Henry Fudge)
Some stuff I am reading today morning:
Hindustan Copper OFS (NDTV)
US launches ‘Operation Economic Outcast’ (CNBC)
Dark Transits in Strait of Hormuz (CNN)
TCS to buy Porsche’s IT Consultancy (DH)
Company: Natco Pharma (BI)
Sellside Research: Dhoot Transmission (Ambit)
2 Pharmacy Stocks (FE)
Nvidia’s risky business (Stratechery)
Everyone hates bonds (CS)
The economic war goes nuclear (DR)
Some stuff I am reading today morning:
Why I rejected Trump’s Trade Deal (PM Mark Carney)
Trump’s economic challenge (FT)
The bill for Washington spending comes due (WaPo)
Scott Bessent is a Charlatan (Lars Christensen)
Dayanidhi Maran’s fraud (S Gurumurthy)
Made in Amethi: AK 203 (FE)
Sellside Research: Aditya Infotech (ICICI)
Degenerate economy meets Capex bubble (Howard Lindzon)
A stroll through Bubble Land (DR)
How Jack Bogle changed investing forever (Morningstar)
Some stuff I am reading today morning:
Trump has a new Iran plan (CNN)
Gold, silver prices soar (DH)
The F&O Trap (NDTV)
The return of Biyani (MC)
The Crack Spread (NY Times)
Sector: Hospitals (BT)
Sellside Research: MCX (HDFC Securities)
Solar panel prices fell 90% in 15 years (OP)
AI guided drones could attack Moscow (Atlantic)
An Investment No-Man’s Land (IT)