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Links

Linkfest: July 18,2014

Some stuff I am reading today morning:

China’s Lehman moment (ET)

Build your property portfolio (BL)

TCS Q1 net profit rises 45% (Mint)

The Rupee’s risky over valuation (Jaimini Bhagwati)

Predators even in school (FirstPost)

How Arbitrage Mutual Funds work (PersonalFin)

The end of Gold Saving Schemes (ApnaPlan)

Why you shouldn’t track your investment returns (Monevator)

A quick lesson on market tops (TRB)

Ride winners & Cut losers.Period (AlphaArchitect)

Categories
Chart

Asia’s Rising Resilience to Oil Prices

Source:WSJ
OilPrices

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Cartoon

I think I can explain

Categories
Links

Linkfest: July 17,2014

Some stuff I am reading today morning:

How investors can achieve true diversification and better returns (Andrew Weisman)

The redBus sale: A cautionary tale (Mint)

Post Budget,Mutual Funds fear redemptions of 2 L Crores (FE)

Who will pay 3,000 Crores in the Satyam fraud (FirstBiz)

In free TV, broadcasters find the next big thing (BS)

Narendra Modi’s politics of patience and the possible (SwapanDasgupta)

Investors should own more stock as they get older (Climateer)

Big Markets and Networking Effects (AswathDamodaran)

Charlie Munger on Investment Concentration Vs Diversification (25IQ)

What to fear if China crashes (Bloomberg)

Categories
Presentation

Stanley Druckenmiller:The Fed policy is baffling

The latest speech by one of the all time investing greats