Some stuff I am reading today morning:
RBI to launch digital Rupee today (Rediff)
Nifty back to 18,000 (BS)
Mcloed Russl’s cup of woes (BI)
Cashflow Committed Vs Networth Committed (Jago Investor)
Thread: Investing Lessons from Tom Engle (Brian Feroldi)
Art as an Investment (Forbes)
The 2% rule for preserving Wealth (Family Wealth Report)
A Chat with top Macro Hedge Funds (Macro Compass)
The agony & ecstasy of Stock Picking (Common Sense)
Handle Hard Well (Ted Lamade)
Some stuff I am reading today morning:
4 IPOs aim to raise over 4,500 Cr this week (MC)
India’s forex reserves plunge to 2 year lows (Fortune)
FPI’s selloff continues at slower pace (BS)
Indian investors hit hard by US tech rout (FE)
Global wealth destruction (Katusa)
Nothing is as dependable as cycles (Ben Carlson)
The merits of diversification (Sam Ro)
Humble Money Vs Arrogant Money (Aswath Damodaran)
Interview with Polen Capital (Value Investor Insight)
On China’s 20th Party Congress (The Market)
Here are the most clicked items on Alpha Ideas this week:
2022 Alpha Ideas 20 20 Meet- Sold Out (AI)
Thread: Why Investing is difficult (Lyall Taylor)
Primer on free cash flows (Aswath Damodaran)
PNB Housing: GNPA Ki Baat (AI)
Can India grow in midst of global recession ? (Forbes)
Only 4 Trading Outcomes (AI)
Expectations and Reality (Morgan Housel)
The absurdity of 100% inflation in Argentina (Guardian)
The Red Emperor (Brahma Chellaney)
Thread: 10 Things that won’t matter in 10 Years (George)
