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Cartoon

The Catalyst

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Links

Linkfest: 30 April, 2020

Some stuff I am reading today morning:

Fed leaves rates near zero (BS)

Gilead’s Remdesivir to be given to Covid patients (CNBC)

Indians venture into US stocks (ET)

SC dismisses Vodafone Idea’s plea for tax refund (FE)

Pandemic triggers crisis in Mutual Fund Industry (Mint)

Navigating through the Covid-19 Crisis (Sameeksha Capital)

Expected Returns from investing in Indian Insurance Cos (OSF)

Not all Gross Margin is the same (A VC)

5 Stocks account for 20% of S&P 500 ( NY Times)

Podcast: John Maynard Keynes’s Art Portfolio (Voxeu)

Categories
Observations

A low return world

Source : Kotak Life
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Tweets

A Depressing Lesson on Emergency Funds

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Letters

Don’t Call Them Investors

Source: Jason Zweig

Ben Graham’s Letter to WSJ dated July 12, 1962