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Linkfest:Aug 02,2013

Some stuff that I am reading today morning:

Asset Allocation Strategies (MebaneFaber)

NSEL Crisis:Trajectory of how things went wrong (ET)

The $25 Billion between India and a crisis (Mint)

IAS is dead (Firstpost)

Check your ULIP performance (BasuNivesh)

How to profit from stealth inflation (DailyReckoning)

What I learned from George Soros (25IQ)

Greenlight…Redlight? (NihonCassandra)

Did Goldman Sachs overstep in criminally charging its programmer (MichaelLewis)

John Paulson speaks out (InstitutionalInvestor)

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