Alpha Ideas

Some stuff I am reading today morning:

Budget and its implications for markets (Prashant)

Indian markets riding for a fall unless budget delivers (Reuters)

Mr.Modi’s credibility test (Andy Mukherjee)

Market message in stocks trading below QIP price (BS)

Sudhir Valia grabs a chunk of Greenply (RJ)

Debunking the myth of Private Equity (Swedroe)

Gold is the worst investment in history (Daily Finance)

Tech Investors create a Billion $ Baby Boom (NYTimes)

Best Stock Pickers say easy money has made their job harder (Bloomberg)

Rahul Gandhi and the Art of Vacationing (BS)