Some stuff I am reading today morning:
US steps up for action in Iran (WSJ)
Iran’s currency has collapsed (Climateer)
US-China talks could get derailed due to Iran (CNBC)
Iran unrest hits Indian basmati rice exports (Rediff)
GoI against 10 min delivery promise (Forbes)
Illusion of calm in Indian markets (ML)
Sector: Insurance Stocks (FE)
The Kelly Criterion (Sung Capital)
It’s becoming difficult to meet long term financial goals (BI)
Forecasting Follies 2025 (BL)
Some stuff I am reading today morning:
Trump puts 25% additional tariffs on Iran’s trading partners (CNBC)
India, Germany finalize 19 pacts (HT)
India continues Russian crude imports (MC)
Gold, Silver surge due to assault on FED (Yahoo)
PACO Vs TACO (DR)
Company: 3B Blackbio DX Ltd (SI)
MUFG’s $4.45 Bn Investment in Shriram Finance (ML)
The rise of second order pricing constructs (2Point2 Capital)
Consistent Fund Performance is overrated (Morningstar)
UK can seize Russian shadow fleet vessels (The Times)
Some stuff I am reading today morning:
Nifty closes at 43 session low (MC)
Jio Platforms could be India’s largest IPO (HT)
NSE IPO will get SEBI nod by month end (BL)
Fed Chair Powell under criminal investigation (CNBC)
India’s Q-Commerce under pressure (Bloomberg)
Thread: How to spot 100 Baggers (Pankaj Tibrewal)
Deep Dive: Balkrishna Industries (Zen Nivesh)
Fund Factsheet-Dec 2025 (Capitalmind MF)
Letter to Shareholders-Jan 2026 (Terry Smith)
Gold isn’t special (Humble $)
Some stuff I am reading today morning:
US SC to decide on Trump Tariffs today (Yahoo)
US to sell Venezuelan oil indefinitely (RT)
Company: E2E Transportation (FE)
Commodity: Copper (BT)
Global Macro Outlook 2026 (Ritesh Jain)
The $2 Billion Trident Group (BI)
New airlines in India (CNBC)
Nifty Indices Calendar Year Returns (RKV)
India will grow in 2026 (FT)
How Google came back in AI (WSJ)
Some stuff I am reading today morning:
US seizes Venezuela-linked, Russia flagged oil tanker (Reuters)
Bengaluru Buyers chase premium houses (DH)
Colombia’s Cocaine production hits records (OP)
Stock Talk: Trent (HT)
Company: Krystal Integrated Services (BW)
Startup: Kaapi Solutions (Fortune)
What’s going on in the markets? (Kiran D)
My 2 cents about my inheritance (David Roberts)
Decluttering as a Financial Strategy (WCI)
A few things I’m pretty sure about (Morgan Housel)