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Linkfest: 23 July, 2026

Some stuff I am reading today morning:

Oil hits $95/barrel (CNBC)

US bond yields rise (Yahoo)

Interview with Ravi Lambah of Temasek (MC)

Bira91 Founder Ankur Jain steps down (Arc)

Ben Affleck’s AI co sold for $587 Million (LA Times)

Will Quant based Mutual Funds work? (CM)

Company: Amrapali Jewels (Forbes)

Deep Dive: Uber Technologies (LC)

Why cutting losses is so hard (EA)

Retire to Something (MM)

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Links

Linkfest: 22 July, 2026

Some stuff I am reading today morning:

Trump prepares fresh tariffs (FT)

Trump to escalate war with Iran (JPost)

US could sanction China over AI (CNBC)

Houthis threaten Saudi Oil (Guardian)

Iran threatens ground invasion of Kuwait, Bahrain (Euro)

Indigo’s market share hits 66.3% (FE)

Signs of Panic among AI lenders (Hedgie)

Notes on Accenture (Peter Skodny)

Angel investor returns in Skyroot (Rahul Mathur)

The Failure Gap (BP)

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Links

Linkfest: 21 July, 2026

Some stuff I am reading today morning:

Trump announces 50% tariffs on Canada (Yahoo)

Ethanol blending leads to 1.97L Cr forex savings (DH)

RBI raises 17.4 B $ in FCNR(B) deposits (RBI)

Indigo places largest ever order for aircraft engines (Rediff)

India could dominate Sustainable Aviation Fuel (OP)

Dairy Industry is betting on Value Added Products (BT)

The Consequence Gap (DR)

Cash Secured Puts Vs Holding Cash (AM)

The American dream is stocks not home ownership (Bloomberg)

The old Hong Kong is over (Stephen Roach)

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Links

Linkfest: 20 July, 2026

Some stuff I am reading today morning:

Brent Oil tops $90 (Bloomberg)

US-Iran war intensifies (Arab News)

Warning signs in financial markets (The Market)

Interview with Founders of Skyroot Aerospace (FE)

How to analyze Real Estate stocks (91 Capital)

Company: Kissht (Zen Nivesh)

The downfall of Volkswagen (Telegraph)

American tech workers fear job losses (WaPo)

AI: Overvalued, Bubble or Revolution? (BP)

7 Sins of Active Fund Management (Larry Swedroe)

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Links

Linkfest:17 July, 2026

Some stuff I am reading today morning:

US intensifies attacks on Iran (Guardian)

Yemen’s Houthis threaten new oil shock (OP)

Highlights from Buffett’s latest interview (CNBC)

Trump to limit US student visas to 4 years (BS)

Hindsight is not a great teacher (2Point2 Capital)

Stock Talk: BLS International (FE)

The Entropy Trap (DR)

When should DIY Investors fire themselves? (BP)

Retiring @ 40 (BT)

Stop chasing a magic number for retirement (AP)