Categories
Links

Linkfest:22 December, 2020

Some stuff I am reading today morning:

US awards PM Modi Legion of Merit (BS)

UK’s mutant virus stings Indian Equities (Fortune)

Aluminium gets its lustre back (FE)

Gold is ready to rumble (Daily Reckoning)

Dark underbelly of India Inc’s shopfloors (Mint)

Business is People (Masters Invest)

The 10 important changes of the past year (Gavekal)

Another miserable year for market forecasters (Math Investor)

Last man standing (Morgan Housel)

Debunking common Bitcoin myths (Ark Invest)

Categories
ForecastingFolly

Forecasting Folly : US 10 Year Treasury Note Edition

Hat Tip : MK

Categories
Observations

Tanla : Topi Pattern

Hat Tip : RP

Categories
Links

Linkfest: 21 December, 2020

Some stuff I am reading today morning:

US Congress agrees to $ 900 Billion stimulus deal (CNBC)

Jerome Powell: Stocks are not overpriced (Rev)

Indian stocks not yet in bubble zone (Mint)

New Coronavirus vairant in UK (BBC)

GoI wants to boost valuations of PSU stocks (Reuters)

Stock Talk: Larsen & Toubro (FE)

Is India’s 5G dream in trouble? (Rediff)

My biggest lesson of 2020 (Morningstar)

Report : Consumer Trends 2021 (Coefficient Capital)

Legendary email exchange between Dan Loeb & a prospective employee (Cundill Capital)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Is a market crash looming? (Capital Mind)

Never waste a crisis (AI)

What a real estate time correction looks like (AI)

Perpetual Bonds : A gift from RBI (Bala)

Kenneth Andrade: Your age matters (AI)

Will Reliance be a disruptor in real estate? (Rediff)

The Internet is for porn (Margins)

Tesla Bull Case (AI)

FIIs: India Meri Jaan (AI)

God save the Fed (AI)