Alpha Ideas

Some stuff I am reading today morning:

LIC nets 10,000 Crores by taking bold contrarian stock calls (ET)

5 reasons why Rajan my not cut rates in Dec (BS)

Why Indians can’t buy  home to live in (FirstBiz)

Why India’s airlines can’t take off (Bloomberg)

Even Einstein couldn’t predict gold prices (Bloomberg)

Don’t wait for the fat pitch (IrrelevantInvestor)

The secret sauce of the investment business (CommonSense)

How to become  peak performance trader (TraderFeed)

QE worked,but not as advertised (Columbia)

When poodles rage (MediaCrooks)

Some stuff I m reading today morning:

Bank rates set to fall over next few months (Mint)

When negativity helps  bull market (BigPicture)

Personal margin of safety (AbnormlReturns)

Bill Ackman and his hedge fund (NYTimes)

Dollar smashes through resistance (Telegraph)

Nonsense forecasts (TRB)

Glory to the new Bond King (Forbes)

Robert Vadra winding up businesses (DNA)

Manohar Parrikar as Defence Minister (FirstPost)

A  kiss is never just  kiss in India (Bloomberg)