Linkfest: 26 March, 2020
Some stuff I am reading today morning:
India’a largest human quarantine in history (CNBC)
Govt likely to announce $ 20 Billion Stimulus Package (BS)
Credit & Fixed Income Markets need help (Prof Ananth Narayan)
NHAI to stop collecting toll across India (ET)
Everything you needed to know about Kotak Bank (Stocks & Biceps)
Oil may fall to $10 a barrel (Guardian)
Corporate Socialism (Nassim Taleb)
How the Pandemic will end (Atlantic)
Chinese Virus & Indian markets (Muthu)
3 Things I feel strongly about ( Validea)
Alpha Ideas Turns 8
I started Alpha Ideas eight years back on the auspicious day of Gudi Padwa.
Today, on Gudi Padwa, Alpha Ideas turns eight.
Linkfest: 25 March, 2020
Some stuff I am reading today morning:
India goes into 21 Day lockdown (IE)
Tax Deadlines now June 30 (NDTV)
No shutting of the stock markets (FE)
Mumbai real estate likely to crash (MC)
Equity-Never so bad, so quick.What’s next? (Nooresh)
The return of the 70s (Anantha Nageswaran)
Biggest surge in Dow since 1933 (CNBC)
Its hard to make money as a bear (Morningstar)
The essence of risk management (Irrelevant Investor)
The importance of focusing on anti-fragile businesses (AM)
Linkfest : 24 March, 2020
Some stuff I am reading today morning :
Biggest crash ever in India ( BS )
India’s Monetary & Fiscal Options ( Anant Narayan )
Interview with Aditya Puri ( CNBC )
10 Year Nifty SIP return is 2.3% (Free Fincal )
PSU Stocks : Dumb ducklings or super bargains ? ( Ventura )
Fed unleashes Unlimited QE ( ZH )
Buffett loses $ 80 Billion on ten of his biggest investments ( BI )
How I am managing my own money thru the crisis ( Ben Carlson )
Cash is a position ( All Star Charts )
Dare to be different ( James Montier )