Commodities have fallen to their lowest level since 2010 (more here)
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Guru Speak
“In many instances, value investing proves fundamentally uncomfortable, as the most attractive opportunities frequently lurk in unattractive or even frightening places.”-David Swensen in his book Pioneering Portfolio Management
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Linkfest:May 15, 2012
Some stuff I am reading today morning:
Veggie prices surge 61% in April (TOI)
RIL loses 10% of market cap in a month (ET)
Rupee closes at an all time low of 53.96 (FinancialExpress)
The tale of a whale of a fail (DealBreaker)
Faith fades in eurozone firewall (FT)
Krugman’s Eurodammerung (PaulKrugman)
Bollywood gossip of the week (RajeevMasand)
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What was that again?
“We’re headed into another summer on Wall Street and, like opening up a giant box of German pornography, you just know we’re in for a shitshow.”-Josh Brown wrote in The Reformed Broker
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Flight to Quality
One of the smartest guys in the investment world is Michael Platt of BlueCrest Capital
He warned in Dec, 2011 of a huge flight to quality and how he holds only extremely liquid positions.
With the crisis re-erupting, In the Indian context, expect a further flight to quality and the most liquid stocks.
This interview is a real must watch