Some stuff that I am reading today morning:
Could this be the simplest trading strategy in the world? (Moneybeat)
Investors check into hotel stocks (ET)
Know the risks when picking debt funds (Mint)
A dozen midcaps to bet on (BS)
ONGC charges RIL with ‘theft’ of natural gas (FirstBiz)
Snake Oil Salesmen (Prashant)
Why Modi matters (JerusalemPost)
Value Vs the Market (Greenbackd)
The true value of macro forecasting for value investors (II)
Mandate for Modi:A business agenda (Wharton)
Some stuff I am reading today morning:
10 stocks to ride ‘Modi’ wave (ET)
Are junk bonds gaining ground in India? (Mint)
Modi asks key babus to list hits and misses (FE)
Brokerages raise India targets (BS)
The ignominy of regret (CapitalMind)
A few simple rules for money managers (Contrarian)
Amazing Disgrace (MediaCrooks)
Whats your tolerance for complexity? (CommonSense)
Eliminate all hero worship (KirkReport)
Why the Modi story is exciting to investors? (BI)
Some stuff I am reading today morning:
Investors must recognize what “this time it’s different” really means (WP)
Jhunjhunwala:This is the start of the biggest bull market (ET)
RBI’s early warning signal suggests Rs.66,000 Crore NPAs (FE)
Obituary:Russi Mody (BS)
Post election thoughts on the markets (Prashant)
The rent crash (BS)
Prepare for the death of the petrodollar (DailyReckoning)
Review:LIC’s online term plan (BasuNivesh)
Why Uber and Airbnb may be in big trouble (Forbes)
An Indian Muslim’s letter to Congress (IndianMuslim)
Some off beat reads for the weekend:
Modi brings India’s Opposition to power.Now what? (BusinessWeek)
India’s Shinzo Abe (ProjectSyndicate)
Good Bye and Good Riddance, Dr.Singh (GreatBong)
Grinning at the Congress’ funeral (FirstPost)
What the death of homepages means for the future of news (Atlantic)
Facebook Wall:Initial reactions to Modi win (UnrealTimes)
Movie Review:Hawa Hawaii (JaiArjun)
We are drinking whiskey faster than distillers can make (Smithsonian)
Modi targets news traders (GossipGuru)
Taking the taxi across the Saudi desert (NewStatesman)
The Unmothered:Losing your mom (NewYorker)
How Thailand’s most notorious prison became a fight club (MensJournal)
President of Uruguay is the President of Chill (Vice)
Travelogue:Kaziranga National Park,Assam (TeamBHP)
Food:What exactly is a Roti Concept Cafe? (MumbaiBoss)
Some stuff I am reading today morning:
Markets on the edge on the eve of election result (BS)
Betting on elections-gambling or trading (Prashant)
BSE,USE Boards approve merger (Mint)
Leave poor Rahul Gandhi alone (FirstPost)
The myth of “getting what you pay ” (BBC)
Your holding period (IrrelevantInvestor)
Strategy for debt funds (Subramoney)
The apotheosis of David Tepper (TRB)
What Twitter traffic says about Indian elections (Quartz)
One index finally makes water a great investment (DailyReckoning)