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The Greatest Anomaly in Finance
Author: Raoji
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Linkfest : 10 February, 2020
Some stuff I am reading today morning :
Chinese workers return to work ( SCMP)
Mother of All Stimulus is coming ( Macro Tourist)
Modi Govt should think twice before selling precious heirlooms ( ET )
NTPC’s regulated business model pays off ( Mint )
Kedaara invests in Religare Health Insurance ( BL )
Bitcoin crosses $ 10,000 mark ( FE)
Believe it or not ( Humble Dollar )
Airpods, Azure and Auschwitz ( Scott Galloway )
Lessons from the legendary Bill Miller ( Macro Ops)
Why superstar investors are a dying breed ( Evidence Investor )
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
What Wealth Creation looks like (AI)
Book Review: The Moonshot Game (AI)
PEL: Business begins at home (AI)
How Subhash Chandra made his fortune (AI)
Glaxo Pharma: What Wealth Destruction looks like (AI)
High Court proposes ban on NRIs buying houses in India (ET)
The greatest short squeeze of all time (TRB)
10 blue chips with zero returns for a decade (Nooresh)
China’s collapse has only begun (Daily Reckoning)
Vested Interests (Subramoney)
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Weekend Mega Linkfest: 07 February, 2020
Some off beat reads for the weekend:
Cornavirus tests China (Time)
All you wanted to know about the Bodoland Accord (Guwahati Times)
How McKinsey destroyed the Middle Class (Atlantic)
How Carlos Ghosn escaped Japan (SCMP)
History: The Battle of Diu (IWTK)
The uneasy birth of India’s Constitution (Tripurdaman Singh)
I used ransomware to sabotage my boss (Bloomberg)
As Amma lay dying (Vaasanthi)
The Bhujia King (Mint)
Kashmir Day in Pakistan (Naila Inayat)
Agra: Beyond the Taj (LHI)
Video: The Empty Streets of Wuhan (ATimes)
Shikara: The struggle against forgetting (Rahul Pandita)
My life goes up and down like Stock Market (J Mathrubootham)
China Diary (Vaswati Dasgupta)
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Hitler & the Markets
Interesting Blast from the Past which tells us markets aren’t the great future discounting machine we think it is.
