Some stuff I am reading today morning:
Why I rejected Trump’s Trade Deal (PM Mark Carney)
Trump’s economic challenge (FT)
The bill for Washington spending comes due (WaPo)
Scott Bessent is a Charlatan (Lars Christensen)
Dayanidhi Maran’s fraud (S Gurumurthy)
Made in Amethi: AK 203 (FE)
Sellside Research: Aditya Infotech (ICICI)
Degenerate economy meets Capex bubble (Howard Lindzon)
A stroll through Bubble Land (DR)
How Jack Bogle changed investing forever (Morningstar)
Some stuff I am reading today morning:
Trump has a new Iran plan (CNN)
Gold, silver prices soar (DH)
The F&O Trap (NDTV)
The return of Biyani (MC)
The Crack Spread (NY Times)
Sector: Hospitals (BT)
Sellside Research: MCX (HDFC Securities)
Solar panel prices fell 90% in 15 years (OP)
AI guided drones could attack Moscow (Atlantic)
An Investment No-Man’s Land (IT)
Some stuff I am reading today morning:
Iran eyes military targets in Europe (FT)
India is Asia’s least favoured market (Bloomberg)
US National Debt hits $40 Trillion (CNN)
US Treasury doubles bond buybacks (CNBC)
Gold crosses $4500 (DR)
SEBI cracks down on CAS manipulators (NDTV)
CBI books Gensol Engineering Founders (MC)
India set to import sugar (BS)
Nvidia $500B financing risk (Sascha)
Study yourself before studying companies (Microcap Club)
Some stuff I am reading today morning:
US 30Y yields hit highest levels since 2007 (Yahoo)
No US-Iran talks (CNBC)
Tata Sons defers AGM (Forbes)
Noel Tata’s real test (ML)
Swiggy turns Indian-owned (NDTV)
Stock Talk: Faze 3 (Katalyst)
2 Dredging Stocks (FE)
Medical Devices manufacturing in India (BT)
Where is the moat in AI? (Saad Khan)
Challenges of starting your own fund (EM)
Some stuff I am reading today morning:
Trump threatens to bomb Oman (CNBC)
Devas wins $2 Billion against ISRO (Rediff)
US long term treasury yields surge (MSN)
GoI should bring E10 back (FE)
India’s Defence Strength (PIB)
3 Defence Stocks (FE)
Startups are bridging the Menopause gap (Forbes)
Global food crisis in 2027 (BT)
My take on private investments (OC)
Building a Fixed Deposit ladder (Morningstar)