Category: Links

Some stuff that I am reading today morning:

Asset Allocation Strategies (MebaneFaber)

NSEL Crisis:Trajectory of how things went wrong (ET)

The $25 Billion between India and a crisis (Mint)

IAS is dead (Firstpost)

Check your ULIP performance (BasuNivesh)

How to profit from stealth inflation (DailyReckoning)

What I learned from George Soros (25IQ)

Greenlight…Redlight? (NihonCassandra)

Did Goldman Sachs overstep in criminally charging its programmer (MichaelLewis)

John Paulson speaks out (InstitutionalInvestor)

Some stuff that I am reading today morning:

India cuts forecast (WSJ)

National Spot Exchange suspends trading amid fears of default (ET)

IBM sacks staff in India for overstating revenue (Mint)

Interest rate cycle makes a U-Turn (BS)

Transcript of RBI Governor’s post policy conference call (RBI)

Facing despair (ValueInvestorIndia)

If corporate logos were honest (BigPicture)

My new favorite chart (TRB)

When Titan went the Titanic way (Altais)

Everything you ever need to know about house rent and income tax (Anand)

Some stuff that I am reading today morning:

RBI says rupee is primary focus (Mint)

Sheikhs fail miserably in Indian consumer market (ET)

India to sell stakes in three companies (WSJ)

Born to serve (Subramoney)

Railgate:Bhaskar does a NDTV (Mediacrooks)

Why do all Hollywood movies lose money (Climateer)

Some investing stories sound good till you analyze them (NYTimes)

Charlie Munger shows a golden touch (Businessweek)

Why now is the time to buy commodities (DailyReckoning)

Narrative risk (CapitalSpectator)

Some stuff that I am reading today morning:

TCS contributes 61% to Tata Group’s market cap (ET)

India’s e-commerce retail sector faces cash crunch (Mint)

Indians visiting UK have to give 3000 pounds bond (BS)

The housing bubble in India continues (CapitalMind)

There are more hedge funds in US than Taco Bells (FiscalTimes)

Emerging economies:Why so gloomy? (LowlyInterpreter)

Bill Gates:Three things I have learnt from Warren Buffett (Linkedin)

Goodbye,Motor City (BillBonner)

10 Things you probably did not know about money (BI)

A letter to Amartya Sen (Mint) (Hat Tip:Raju Baxi)

Some stuff I am reading today morning:

Asset quality problems ravage PSU bank earnings (Mint)

Gautam Adani’s plans to reduce debt and challenges ahead (ET)

Eminent Liars (Mediacrooks)

Cracking the real estate code (BS)

Heart surgery in India for $1583 costs $106,385 in US (Bloomberg)

Mistakes traders make (Subramoney)

Are these investment trends just fads? (Morningstar)

The danger of narratives (BigPicture)

A note on portfolio construction and gold (TRB)

20 Toughest Job Interview questions heard at Google,Amazon and Others (BI)