Source: Venkatesh Jayaraman
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Peter Lynch: Know Thy Company
Source: Venkatesh Jayaraman
Author: Raoji
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Galaxy Surfactants: A wealth creation story (AI)
BJP is on track to lose 2019 election (AI)
Chidambaram is planning a Oct meltdown in stock prices (Sunday Guardian)
Syschem: We know why our market cap is not improving (AI)
Vakrangee CEO butchers Tagore poem (AI)
Shankar Sharma Ko Gussa Kyon Aaya (AI)
This Kolkata guy knows multibaggers better than coding (AI)
Guess where the FII action is (AI)
Open challenge to Hasmukhbhai (AI)
Vakrangee Vs P C Jewellers (AI)
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To be or Not to be….a 26 year old
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Pick your Poison
The S&P 500 fell officially into correction territory on Thursday, down more than 10 percent from its record reached in January.
Rosenberg noted how the yield on the 10-year Treasury note rose 16 basis points during the drop.
“I cannot tell you how rare a market condition this is – that yields are rising into this risk pullback,” he wrote in a note to clients Friday.
Rosenberg cited how bonds rallied during the financial crisis in 2008 when the market fell and during other big corrections.
“But not this time. This rare occurrence of bond yields rising even as stock markets decline was a feature in 1987 and 1994,” he added. “What these periods had in common was Fed tightening concerns, jitters over economic overheating and an ever-flatter yield curve. One of these years had a huge correction and one had massive volatility and rolling corrections. Pick your poison.”-from CNBC
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Weekend Mega Linkfest: 09 Feb, 2018
Some off beat reads for the weekend:
The platinum touch of Nikhil Merchant (Wire)
Why Bollywood will never have its #MeToo moment (Arre)
Young India, Changing India : Ravi Viswanathan (Pari)
The lynching of Mashal Khan (Dawn)
Islamophobia in New Jersey (Guardian)
How New Zealand made Edmund Hillary (SBNation)
China’s latest move in Afghanistan (ATimes)
How Chinese students overseas are facing harsh life lessons (SCMP)
Tata Motors @ Auto Expo 2018 (Team BHP)
The growing legacy of Rahul Dravid (Scroll)
Modi’s unsoothing soothsayers (Gossip Guru)
Spoof: FBI warns of ‘American Dream’ scam (Onion)
How one note to Nehru changed the fate of J&K (BI)
The risk of lunar eclipse (J Mathrubootham)
Some advice I wish people had told me in my 20s (Thought Catalog)