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AlphaIdeas

Alpha Ideas Turns 8

started Alpha Ideas eight years back on the auspicious day of Gudi Padwa.

Today, on Gudi Padwa, Alpha Ideas turns eight.

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Links

Linkfest: 25 March, 2020

Some stuff I am reading today morning:

India goes into 21 Day lockdown (IE)

Tax Deadlines now June 30 (NDTV)

No shutting of the stock markets (FE)

Mumbai real estate likely to crash (MC)

Equity-Never so bad, so quick.What’s next? (Nooresh)

The return of the 70s (Anantha Nageswaran)

Biggest surge in Dow since 1933 (CNBC)

Its hard to make money as a bear (Morningstar)

The essence of risk management (Irrelevant Investor)

The importance of focusing on anti-fragile businesses (AM)

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Links

Linkfest : 24 March, 2020

Some stuff I am reading today morning :

Biggest crash ever in India ( BS )

India’s Monetary & Fiscal Options ( Anant Narayan )

Interview with Aditya Puri ( CNBC )

10 Year Nifty SIP return is 2.3% (Free Fincal )

PSU Stocks : Dumb ducklings or super bargains ? ( Ventura )

Fed unleashes Unlimited QE ( ZH )

Buffett loses $ 80 Billion on ten of his biggest investments ( BI )

How I am managing my own money thru the crisis ( Ben Carlson )

Cash is a position ( All Star Charts )

Dare to be different ( James Montier )

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Chart

Woh 2008 Wala Feeling

Source : ICICI AMC

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Tweets

Till Death Do Us Part