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)


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