Some stuff I am reading today morning:
INR breaches 96/$ levels (FE)
Cash levels of mutual funds fall to 19-month low (MC)
IBM stock price falls by 25% (Yahoo)
Yotta’s AI Infra Playbook (Inc 42)
AI won’t stop China’s decline (FT)
The mileage cost of E20 Petrol (Forbes)
India’s frequent infrastructure failures (ML)
The Re-Mining Revolution (DR)
The discipline to stay boring (Oakmark)
Research: The intra month Momentum Cycle (AA)
Some stuff I am reading today morning:
Trump wants 20% fee on Strait of Hormuz (CNN)
Oil Prices surge by 8% (OP)
Retail inflation climbs to six months high (Forbes)
SC comes down on Kotak Mutual Fund (ML)
Govt keen on IDBI Bank sale (MC)
Deep Dive: REITs (BT)
Costco is the Anti-Amazon (PW)
Gold lessons from the 1970s (DR)
Presentation: Identifying Market Turns (Market Sense)
Mark Cuban on his Shark Tank investments (Yahoo)
Some stuff I am reading today morning:
US launches more strikes on Iran (Arab News)
Oil Prices rise 4% (CNBC)
IPO Review: SBI Funds Management (MC)
Red flags at Millworks Technologies (Ashish Malani)
Airtel’s next growth drivers (BS)
Company: Shree Refrigerations Ltd (BI)
Sector: Shipping Stocks (FE)
Oil as Achilles Heel (Bill McKibben)
Sodium-Ion batteries are here (OP)
Nothing in investing is “Doing Nothing” (BI)
Some stuff I am reading today morning:
Trump’s Iran truce in limbo (Yahoo)
China’s claim against S-400 (BT)
Mutual Fund AUM leaderboard (CM)
Company: SK Hynix (FE)
Q2 2026 returns in global markets (NI)
Why Retail loves SpaceX (AA)
Gold’s obituary just got published (Katusa)
Playing it safe can make you poor (BN)
Time to sell these stocks (DR)
Generous Collusion (Seth Godin)
Some stuff I am reading today morning:
US attacks Iran (CNBC)
Indonesia buys Indian missiles (BW)
India’s $100 Billion Grid bet is accelerating (OP)
Nvidia’s $1 Trillion sell off (Yahoo)
Deep Dive: Indian Drone Industry (Nothing Linear)
Research: Hexagon Nutrition (Birch Tree)
Mid-2026 Letter to Investors (Terry Smith)
The AI Data Centre cover-up (FT)
Save more instead of chasing higher returns (HT)
On Portfolio Construction (Pardinhos)