Alpha Ideas

Some stuff I am reading today morning:

Thirsty for income?Try dividend growth (Bernstein)

How market tops get made (Bloomberg)

For every Indian rupee lent,13 paise go bad (FE)

Why investors are betting big on Indian e-commerce firms (Mint)

Four Infra Stocks stand apart (BS)

Understanding risks (Subramoney)

Real Estate crisis will devastate state finances (FirstBiz)

Twitter is the new CNN (TRB)

There is a Modi Wave (SurjitBhalla)

The notion of Alternative Histories (NassimTaleb)

Some stuff I am reading today morning:

A man and his signals (TRB)

Senior HDFC Bank executives sell shares (BS)

So you think you missed the market rally.Again (Mint)

Mutual Funds Vs Maruti Vs Independent Directors (MenakaDoshi)

Hope is not an investing strategy (SafalNiveshak)

8 Things you need to know about financial planning (JagoInvestor)

US Bank Profits:A beautiful piece of fiction (SatyajitDas)

Carl Icahn is a pirate (CNNMoney)

Research:Gold is the best performing asset of the last 3000 years (SSRN)

The Reincarnation of Arvind Kejriwal (MediaCrooks)