Linkfest: 07 October, 2025

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Some stuff I am reading today morning:

Gold’s record-breaking rally (FT)

Diwali likely to boost Textile sales (BW)

India-Qatar FTA in 2026 (BT)

AI to be used in military extensively (BS)

India’s defence exports hit record highs (FE)

Jubilant Foodwords Vs Domino’s Pizza, Inc (Vikas Vij)

The Myth & Math of 10 Baggers (Microcap Club)

Seasonality on Wall Street (OptimistiCallie)

US Equity valuations are worrisome (Howard Marks)

The media empire of Larry Ellison (WP)

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