Some stuff I am reading today morning:
2025: The Year of Reforms (PM Modi)
India is world’s 4th largest economy (MC)
Where to invest in 2026? (S Naren)
Fiscal deficits of States are impacting markets (ML)
Weakness in the US $ (FT)
We are in a Metals War (Yahoo)
Commodity: Copper (CNBC)
Unknowable at many levels (Anand Sridharan)
Pray for Beta, not Alpha (Nick Maggiulli)
The best investment lesson of 2025 (F&F)
Some stuff I am reading today morning:
Silver prices plunge (BT)
India’s record IPO fund raising (Fortune)
Govt seeks $30 Billion from Reliance,BP (DH)
Zepto files for $1.2 Billion IPO (CNBC)
Land Deal of Infosys (ML)
More consolidation of Public Sector Banks (BI)
Company: Ashapura Minechem (Zen Nivesh)
End of $ Dominance (Wired)
US Bankruptcies at 15 year high (MSN)
The Pyschological burden of Concentration (MC)
Some stuff I am reading today morning:
10 Silver Days of Christmas (Campbell)
Stock Talk: Vedanta (Rediff)
Irregularities at Hikal Ltd (ML)
Low returns in great cos (Nooresh Merani)
Rise & Reckoning of Tiger Global (ROW)
The hidden price tag of growth (Sanjeev Patkar)
The silent rotation of 2026 (Katusa)
Financial Infidelity (FE)
3 New Year’s Resolutions (Josh Brown)
Concentrate to get rich or poor (CS)
Some stuff I am reading today morning:
Indian Railways fare hike from today (MC)
2025’s most subscribed SME IPO (Fortune)
Reliance resumes Russian oil imports (HT)
Sector : Gold Financiers (Rediff)
Commodity: Platinum (BT)
Probate for Wills not Mandatory (ML)
Interview with Pawan Chandana, Skyroot Founder (Forbes)
Interview with Larry McDonald (The Market)
Investors warn of rot in Private Equity (NY Times)
Mithun Chakraborty’s 400 Cr Empire (FE)
Some stuff I am reading today morning:
RBI to inject 3 Lakh Crs liquidity into banking system (BT)
US GDP growth beats forecasts (BS)
Copper prices at record highs (OP)
Russia’s oil plunges to $34 (Bloomberg)
Company: Zaggle (BI)
Why is Silver outperforming Gold? (Yahoo)
Why 2 Cr is the new 1 Cr (FE)
5 Lessons from Buffett’s early letters (Morningstar)
Peer Momentum (Verdad)
Interview with Samantha McLemore (Big Picture)