Some stuff I am reading today morning:
FED leaves rates unchanged (CNN)
Trump warns of fresh Iran strikes (MC)
Aramco shuts down Jazan refinery (The Street)
Thread: Incredible stock market crash in Korea (KL)
SML Mahindra to acquire Mahindra’s CV business (BW)
Shailesh Jejurikar to become P&G Chairman (Rediff)
Stock Talk: Groww (FE)
The gaming of guidance (Aswath Damodaran)
China’s commercial space boom (FT)
Marked to Make Believe (Tony Isola)
Naman to my Gurus on the auspicious day of Guru Purnima
Some stuff I am reading today morning:
Iran launches surprise attack on US (CNBC)
Saudi Arabia strikes Iran-backed Iraqi militia (Arab News)
Tata Power will build India’s first private nuclear plant (OP)
Tata Realty struggles with losses (FE)
Indigo has learnt from Dec disruption (BS)
India’s persistent tyre price hikes (BW)
AI bears have the right numbers (Elliot)
SpaceX has a worthless AI business (Forbes)
Now show Japan (CS)
What 125 years of investment data tell us (BBS)
Some stuff I am reading today morning:
Trump’s options in Iran worsen (CNN)
Tata Sons lose 28,800 Cr in FY2026 (MC)
HDFC Bank fines its own CEO (BSE)
AI stocks crash (247WallSt)
AI stocks can be like airline stocks (The Market)
Inside India’s 1.46L Cr Defence push (FE)
Stock Talk: Reliance (Rediff)
Makaibari Tea’s new brew (Forbes)
Antifragility in Life & Investing (DR)
The Retirement Frown (PC)
Some stuff I am reading today morning:
Mojtaba Khameini calls for continued Jihad (JPost)
The AI trade is still on (Yahoo)
Chinese memory co is Asia’s largest IPO this year (MC)
Manipal Health IPO this week (Rediff)
25,000 Cr IPOs in the pipeline (HT)
India’s secret Stock Exchange (BW)
Company: 100Hands (Forbes)
Market Indicators (Humble $)
Picking stocks in a bloodbath (CS)
Microcaps are struggling in US (Verdad)
Some stuff I am reading today morning:
Why Oil is above $100 (Guardian)
Trump launches new tariffs (CNN)
Big Tech stocks prices fall (Yahoo)
Indigo against Adani airline (BT)
Consultation Paper on PMS (SEBI)
Company: Manam Chocolates (Forbes)
Sell Side Research: HFCL (Deven Choksey)
Battle of the Straits (DR)
High Expectations (Microcap Club)
Why No One understands the AI boom (Ground Breaker)