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Narrative Follows Price
Author: Raoji
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Linkfest: 19 May, 2020
Some stuff I am reading today morning:
Interview with Fed Chair Jerome Powell (CBS)
Moderna reports success on initial Coronavirus vaccine trial (CNBC)
Coal India under financial stress (FE)
Swiggy lays off 1100 employees (BS)
Many firms see hopes of revival dwindle (Mint)
Indian real estate: A House of Cards (Pooja Sarkar)
A strategic view on Indian Pharma (Kiran Dhanwada)
Softbank Investor Presentation (Softbank)
Nothing fails like success in the stock market (Common Sense)
Is Value a Value Trap? (AM)
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Linkfest: 18 May, 2020
Some stuff I am reading today morning:
Now farmers can finally breathe (Deccan Herald)
Markets disappointed with FM’s package (ET)
Will Reliance’s 20 Year Big Tech Pivot succeed? (A Junior VC)
Two SME Stocks ( Dhruva Pandey)
Paradise Lost: The exodus from Gulf (Mint)
Lockdown Economics & Pandemic Policy (Dr Virmani)
Interview with George Soros (Project Syndicate)
Investing in a crisis (Bill Nygren)
In Flew Enza (Albert Bridge Capital)
Get ready for the commercial real estate apocalypse (Medium)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Ek tha India ka Warren Buffett (AI)
Go for Gold (AI)
Mega Trend: India Housing Market (AI)
Watch Out (AI)
Thoughts on markets (Abhishek Basumallick)
Mathematics of Investing & Life (Ananad Sridharan)
Why assets will crash (Daily Reckoning)
A mysterious 2,819% stock rally in Abu Dhabi (BS)
India will be risking economic harakiri if lockdown is extended (Anand Mahindra)
Govt may ready negative list of activities after May 17 (ET)
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Weekend Mega Linkfest: 15 May, 2020
Some off beat reads for the weekend:
The Strategic Implications of Indian Corruption (The Diplomat)
What happened in Maharashtra Politics in Oct-Nov 2019 (Sameet Thakkar)
The Conspiracy Theorists are winning (Atlantic)
The racist NY Times (Indi Samarajiva)
Was Sweden right? (Guardian)
A brief history of Islam in China (SCMP)
Hugging China hasn’t done us any favours (Spectator)
I don’t want to return to normal (Dr. Lisa McKenzie)
Nakba Day (Al Jazeera)
On Swami Chinmayananda (Sheshapatangi)
History: Malik Kafur’s Betrayal (LHI)
Nehru & Sardar Patel (Mint)
The anti-India, anti-Hindu and racist Charles Dickens (Sai Priya)
Just sip and flip (J Mathrubootham)
Why Copper is good at killing viruses (Smithsonian)