Some interesting reads for the weekend:
Shafting the truth (IndrajtHazra)
Disillusioned Kashmiri militants return to India (Caravan)
Assam:Why this hot wind blows (Tehelka)
The seer of Pakistan (NewYorker)
Berezovsky Vs Abramovich (Economist)
Rebranding Amsterdam (Smithsonian)
Thomas Kuhn:the man who changed the way the world looked at science (Guardian)
Find it great that finally we are doing some awesome spoofs
“Having used brilliantly-crafted words to buy a few weeks of market tranquility, the last thing central bankers want today is to use Jackson Hole to prematurely signal the difficulties of implementing on their own sufficient follow-up actions.”-wrote Mohamed El Arian in FT
Some stuff I am reading today morning:
Novak Djokovic and the art of patient investing (SafalNiveshak)
The JP Associates FCCB issue (CapitalMind)
Backtests aint worth the pixels they are written on (MarketSci)
Howard Lindzon 12 rules to invest and enjoy (TRB)
The unintended consequences of QE (FTAlphaville)
What became of Midas’s sons? (CassandraDoesTokyo)
Valuing the iPhone franchise (AswathDamodaran)
Way back in end March, I had blogged about the bull run in Multiple System Operators due to the Cable Digitization Bill.
Well, since then, the bull run has continued as can be seen from the performance below:
WWIL (121.25%)
DEN (13.67%)
Hathway (6.91%)
Too bad Parliament is stalled else it would have generated some more stock picking ideas !!