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Linkfest: 07 Feb, 2018

Some stuff I am reading today morning:

The stock market is volatile again.Get used to it (Ruchir Sharma)

Making sense of the global rout (Mint)

Why did markets fall?Nobody knows (Evidence)

RBI to leave policy unchanged (Reuters)

I-T Dept issues notices to 1L Cryto Currency investors (BS)

Pathetic corporate governance at Omkar Specialty (Leading Nowhere)

What investors should be thinking right now (TRB)

One of the greatest squeezes of all time? (Macro Tourist)

What you control (Barry)

BJP is on track to lose 2019 elections (Rediff)

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Linkfest: 06 Feb,2018

Some stuff I am reading today morning:

CBDT explains the LTCG tax (MC)

Warburg Pincus calls off Tata Tech investment (Quint)

Tata Motors turns profitable (BS)

Indian Billionaire Nirav Modi investigated for bank fraud (Reuters)

Dealing with stock market’s moments of terror (Safal Niveshak)

It’s hard to predict how you will respond to risk (Morgan Housel)

Seeing Valuations clearly (Swedroe)

Venture Capital is a Capacity Industry (Continuations)

Splitting the deal (A VC)

Empathetic doesn’t mean doormat (Seth Godin)

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Linkfest: Februray 05,2018

Some stuff I am reading today morning:

Capital gains don’t accrue from any effort (Hasmukh Adia)

Budget 2018-An exercise in mindlessness (Rediff)

No chance of a rate cut (Tamal)

Investors could lap up ULIPs to skirt LTCG tax (BL)

For the insurance sector,this is a landmark budget (ET)

Time to buy or sell smallcaps? (Nooresh)

Is Chidambaram trying to crash the stock market? (Guardian)

After China,India saw most super rich citizens leaving (BS)

Factor Investing 101 (MC)

What motivates you to take action? (Seth Godin)

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Linkfest: 02 February, 2018

Some stuff I am reading today morning:

Udayan Mukherjee decodes Budget 2018 (MC)

How LTCG tax will be calculated for shares,MF units (ET)

Budget for Bharat leaves middle India in a sulk (Monika Halan)

Top picks of Porinju Veliyath after Budget 2018 (RJ)

Alibaba invests in Big Basket and Zomato (BS)

Baltic Sea Index to become tradeable (Reuters)

$11.589.01 (Macro Tourist)

The Co-Founder relationship (A VC)

Falling out (Seth Godin)

Research: Dinner Table Human Capital & Entrepreneurship (SSRN)

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Linkfest: 01 Feb, 2018

Some stuff I am reading today morning:

Budget to test investor’s faith in Modi (Reuters)

Time for bold tax changes (Mukesh Butani)

Phantom flats have home buyers fleeing property market (ET)

Small Caps which can become multi-baggers (MC)

Manyavar planning IPO (Mint)

Presentation: Indian Equity Markets in an election year (Niteen Dharmawat)

Markets are trading at historically high valuations (Sage One)

Fed’s Balance Sheet promises (Macro Tourist)

5 Lessons from a retirement (Humble Dollar)

The mother of all momentum research reports (Alpha Architect)