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Video

UK Superinvestor on his European investments

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Links

Linkfest:Oct 31, 2012

Some stuff I am reading today morning:

It is RBI who is walking alone (FirstPost)

Taxman raids Nitin Gadkari’s companies (FE)

Wadia succession plan puts Jeh in Wadia’s seat (BS)

Rethinking SLR in Indian banking (AjayShah)

Chidambaram irked by Subbarao (Bloomberg)

AQR on making low vol better (Falkenblog)

The real beauty of a balanced fund (RantFinance)

Hurricanes and broken window fallacies (ActonInstitute)

Who needs facts anyway? (BigThink)

Why meteorologists are freaking out about Hurricane Sandy (BusinessInsider)

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Links

Linkfest:Oct 30, 2012

Some stuff I am reading today morning:

RBI facing pressure to cut rates (Moneycontrol)

India lays out deficit targets (WSJ)

Congress will use direct cash transfers as main weapon in 2014 elections (ET)

The case for building rental housing (Mint)

Compound experience not just interest (Abnormal Returns)

Stunning images of Manhattan under water (BusinessInsider)

The incredible shrinking half life of Central Bank Action (ZeroHedge)

Passive Asset allocation Vs the world (CapitalSpectator)

Sunk costs and investing (AswathDamodaran)

A Russian ship with 700 tons gold gone missing (NYTimes)

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Video

Myanmar:The biggest rice exporter in 10 years?

Myanmar reentering the global trade will result in many fortunes being made.There is no doubt about it.

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Links

Linkfest:Oct 29, 2012

Some stuff I am reading today morning:

Robert Vadra’s Midas Touch is based on inside info (FirstPost)

Rise of the tiger nation (WSJ)

Vijay Mallya will not sell family silver for Kingfisher Airlines (ET)

Variation in mutual fund return numbers (OneMint)

Struggle of a chicken entrepreneur (Rodinhoods)

Vikram Pandit was given 3 choices that he could not refuse (NYTimes)

Argentina’s stunning pari passu loss (Felix)

A global growth trend in pulses (DailyReckoning)

Investor finds interesting way to kick John Paulson when he is down (Dealbreaker)

Two things that are never discussed in the financial media (TRB)