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Chart

Woh 2008 Wala Feeling

Source : ICICI AMC

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Tweets

Till Death Do Us Part

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Observations

Magazine Indicator

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Links

Linkfest : 23 March, 2020

Some stuff I am reading today morning :

India continues to remain in lockdown mode ( Mint)

Covid-19 vaccine is 2 years away ( Adar Poonawalla )

How to do tax loss harvesting ( Free Fincal )

Why closing stock markets is a terrible idea ( Nirav Kanodra )

Navigating thru difficult times ( Vallum Capital )

Interview with Ruchir Sharma ( You Tube )

The coming NBFC Crisis ( Print )

How complex structured products sold in S Korea could roil global markets ( Straits )

Common Enemies ( Morgan Housel )

BC & AC ( Thomas Friedman )

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TopClicks

Top Clicks on Alpha Ideas This Week

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

Ajay Piramal on the Housing Finance business (AI)

Most important lessons from a crash (Subramoney)

Kitex Garments: No fishy business (AI)

PPF beats Modi beats Trump (AI)

This is one of the best buying opportunities of a lifetime (Bill Miller)

Modi did what Trump/Xi couldn’t (Makarand Paranjape)

Is it the right time to bottom fish on Dalal Street? (BT)

Dear RBI Governor, why save the bullet? (Tamal Bandyopadhyay)

Our Performance (Ray Dalio)

Stocks are worthless pieces of paper (AI)