Alpha Ideas

Some stuff I am reading today morning :

Modi scales up Coronavirus fight ( BS )

Countries could bounce back within weeks ( Bill Gates )

Index ETFs fail to track indices ( Mint )

MF SIP returns over 3/5 years ( CapOrbit )

Corelation and market meltdowns ( A VC )

Letter to Bridgewater Clients ( Ray Dalio )

This is one of the best buying opportunities of a lifetime ( Bill Miller )

Why PE ratios are useless in finding the market bottom ( TRB )

When is the best time to buy stocks? ( Irrelevant Investor )

Coronavirus : The Black Swan of 2020 ( Sequoia)

Some stuff I am reading today morning:

On the Covid-19 virus (Bill Gates)

Heavy FPI selling weighs on the markets (BL)

Supreme Court lashes out at telecom operators (MC)

Private Banks under stress (ET)

Yes Bank comes out of moratorium (Rediff)

Oil plunges to 18 year low (BS)

Most important lessons from a Crash (Subramoney)

Close the whole thing up (Daily Reckoning)

How to fight hindsight bias (Irrelevant Investor)

Does your investment strategy have enough slack? (Aleph)