Alpha Ideas

Some stuff I am reading today morning:

How the Fed saved the economy (Ben Bernanke)

Don’t get too excited about the reversal (TRB)

All black money is in real estate and equities (Firstpost)

Only heavy discounts could lure realty buyers this Diwali (FE)

Stock review:IDFC Bank (BS)

Falling iron ore prices signal tough times for NMDC (Mint)

Ola:Taking India on a ride (Forbes India)

IRDA’s attempt to clean up bank insurance sales (VRO)

Negative interest rates wreak havoc on finance textbooks (Prof Varma)

The European startup market (A VC)

Some stuff I am reading today morning:

Suzlon’s rise from the ashes (Forbes)

Careless attitude by IDFC (Bala)

Equity:Fill it,shut it,forget about it (Vivek)

Stock Review:Wonderla Holidays (OB)

Health SIP (Muthu)

Bucket theory of retirement management (Subramoney)

How the superwealthy make sure their kids stay super wealthy (Bloomberg)

Putting  a price tag on the Volkswagen scandal (Aswath Damodaran)

Should we consider gold? (Sharepereturns)

Using “normal” drawdowns as a timing signal (Econompic)