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ForecastingFolly Tweets

Forecasting Folly-Yes Bank Edition

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Chart

Chart: The Great Commerical Paper Crash

Source: Bloomberg Quint

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Links

Linkfest: 01 October, 2018

Some stuff I am reading today morning:

FPI outflow hits 4-month high (MC)

Midcaps,Smallcaps see biggest monthly fall since Oct 2008 (Rediff)

Brent crude oil hits 4 year high (Reuters)

IL&FS lenders tighten the screws (ET)

Mumbai police files case against 300 NSEL members (BL)

Chennai Motown rocked by labour unrest (DigitalFC)

Madhu Kapur Vs Rana Kapoor (Mint)

Taking from the poor and giving to the rich (Amit Varma)

Undervalued financial advice (Common Sense)

4 financial laws for kids (Humble Dollar)

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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

DHFL: Copy Paste Unprofessionalism (AI)

S Naren on Midcap Valuations (AI)

Bandhan Bank: Dhoka Aur Dhulai (AI)

Is Kotak next? (Hemendra Hazari)

A tight slap to a Sarkaari issue (AI)

Ranaji Maare (AI)

IL&FS : High Price for incompetency (AI)

IL&FS Dominoes set to bring house down (Digital FC)

Why Arvind’s Demerger got held up (AI)

How Leel Electricals screwed minority shareholders (Evernote)

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Links

Weekend Mega Linkfest: 28 September, 2018

Some off beat reads for the weekend:

The London Banker who broke the world (Guardian)

On the Aadhar verdict (Jaggi)

Sexual assault by Nana Patekar (Tanushree Dutta)

How Russia swinged the election for Trump (New Yorker)

How Aung San Suu Kyi lost her way (Atlantic)

Ukraine: Peace via assassinations (ATimes)

Dying alone in Japan (SCMP)

The Cartel next door (Texas Monthly)

Travelogue: Quebec (Team BHP)

The mysterious death of Lal Bahadur Shastri (Anuj Dhar)

Why is Mr. Mathrubootham hungry? (J Mathrubootham)

How Pachisi became Ludo (Madras Courier)

3 Pakistani Startups (Dawn)

Mumbai Notebook (Anil Dharker)

East India Company: Founders of Bombay (Mint)