Alpha Ideas

Some stuff I am reading today morning:

P/E Ratio Analysis of Nifty (Stable Investor)

How often does the Sensex double (Prashant)

Bubble Time on Wall Street (Marc Faber)

3 PSU Banks you can invest in  (BS)

Long Term returns of going “direct” in Mutual Funds (Capital Mind)

Gold’s long decline is the real story (Bloomberg)

12 Things I’ve learned from David Tepper about investing (25IQ)

Excuses for Active Managers (Swedroe)

Art as investment (Active Management)

Rajat Gupta hears they are letting insider traders go (Dealbreaker)

Some stuff I am reading today morning:

Which metric you should trust to value the market? (WP)

2% down is big? (CapitalMind)

The outlook for IT stocks gets murky (Mint)

Stock Review: Zen Technologies (BigInvestor)

Do not invest in NPS for saving tax (FreeFinCal)

Diversification means always having to say you are sorry (Investor’s Paradox)

Why is it so hard to change your mind about the markets (CommonSense)

3 Ways “Old Money” hangs on to its riches (Daily Reckoning)

3 Costs Investors must control (Rick Ferri)

Bernard Baruch’s 10 rules of investing (TRB)