Some stuff I am reading today morning:
Gold hits lifetime high (Rediff)
Modi mulls measures to counter Trump threats (DH)
UK’s wealthiest 10% took half of India’s wealth (MC)
Trump Vs Wind Energy (USA Today)
SEBI proposes Rs.250 SIPs (BS)
Which fund houses are the Equity Champions? (Cafe Mutual)
Bitcoin: Time to cash in? (Forbes)
Jamie Dimon on tariffs (CNN)
Stock market is both -voting & weighing machine (Morningstar)
Buffett: Investing in Industries Vs Cos (AM)
Some stuff I am reading today morning:
Trump threatens 25% tariffs on Canada & Mexico on 01 Feb (CNN)
Trump lays out trade policy (BS)
Trump pulls out of OECD global tax deal (BT)
The Fed needs to be on Trump Watch (Yahoo)
Interview with Stanley Druckenmiller (CNBC)
Why SEBI plans pre-listing trading of IPO shares (Rediff)
Lodha Vs Lodha (Money Life)
Why brands are flocking to running (Forbes)
Thread: Plight of angel investors in India (Rahul Mathur)
Indonesia bets on solar manufacturing (OP)
Some stuff I am reading today morning:
Transcript of Trump’s inaugural address (USA Today)
NCLT orders liquidation of Go First (Rediff)
India lifts curbs on sugar exports (HT)
Debt: More profitable than equity in 2025 (Forbes)
Thread: Red Flags at Gujarat Toolroom Ltd (BTS)
All you need to know about JioCoin (Fortune)
Bombay HC quashes reopening of IT Assessment (Money Life)
Pakistan’s Energy Sector is a ticking time bomb (OP)
The “Busy Fool” Syndrome (Terry Smith)
Memo to the future (Seth Godin)
Some stuff I am reading today morning:
FPIs take out Rs. 44,396 Cr in Jan (MC)
India is staring at an ‘oil shock’ (CNBC)
Trump’s memecoin creates Billions from thin air (DH)
Why we are shutting down our Research Advisory services (SA)
Hindenburg can be charged for securities fraud (BS)
Grifting & Gullibility in Market Manias (Microcap Club)
Look both ways (Humble $)
Markets are a mirror (Safal Niveshak)
Retired man tries to spend more money, mostly fails (MM)
2024 Annual Letter to Investors (Permanent Equity)
Some stuff I am reading today morning:
8th Pay Commission approved by Cabinet ( HT )
India halts import of refurbished medical devices ( Fortune)
Swan Defence & Heavy Industries to begin trading ( BSE )
Tata Sons Listing hangs in the balance ( FE )
Pump & Dump in Paheli Industrial Finance ( BS )
More Gossip about Ketan Parekh ( BW )
Hindenburg’s first report was on Eros International ( HT )
Trump Tariffs & India ( CNBC )
Bureaucracy Vs Corruption ( The Market )
Real pain of 2008-09 Bear Market ( SI )