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)
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 )
Some stuff I am reading today morning :
India continues to remain in lockdown mode ( Mint)
Covid-19 vaccine is 2 years away ( Adar Poonawalla )
How to do tax loss harvesting ( Free Fincal )
Why closing stock markets is a terrible idea ( Nirav Kanodra )
Navigating thru difficult times ( Vallum Capital )
Interview with Ruchir Sharma ( You Tube )
The coming NBFC Crisis ( Print )
How complex structured products sold in S Korea could roil global markets ( Straits )
Common Enemies ( Morgan Housel )
BC & AC ( Thomas Friedman )
Some off beat reads for the weekend:
Chloroquine may fight Covid-19 (Wired)
Modi did what Trump/Xi couldn’t (Makarand Paranjape)
China is avoiding blame by trolling the world (Shadi Hamid)
Lobby of Big Ticket Lawyers exposed (Jaggi)
Farooq Abdullah’s silence (Seshadri Chari)
Scindia and the Hindu Right (LHI)
The Rahul Gandhi Question (Rahul Pandita)
Why Iran is struggling to contain Coronavirus (Time)
Racism in Israel (TOI)
Why Ankara’s Syrian refugee threat has lost its impact ( Al Monitor)
Pakistan’s Cornavirus Camp: No facilities, No humanity (Guardian)
Is it OK to have a child? (Meehan Crist)
Can computers ever replace the classroom? (Guardian)
Now transfer car ownership online (Team BHP)
Mrs. Mathrubootham writes in (J Mathrubootham)
Some stuff I am reading today morning :
Modi scales up Coronavirus fight ( BS )
Countries could bounce back within weeks ( Bill Gates )
Index ETFs fail to track indices ( Mint )
MF SIP returns over 3/5 years ( CapOrbit )
Corelation and market meltdowns ( A VC )
Letter to Bridgewater Clients ( Ray Dalio )
This is one of the best buying opportunities of a lifetime ( Bill Miller )
Why PE ratios are useless in finding the market bottom ( TRB )
When is the best time to buy stocks? ( Irrelevant Investor )
Coronavirus : The Black Swan of 2020 ( Sequoia)