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Links

Linkfest : 11 March, 2020

Some stuff I am reading today morning :

MF Equity Flows climb to 11 month high ( BS )

Interview with Prashant Jain ( ET )

Deepak Nitrite seeks 370 Cr from ex staffer ( TOI )

Coronavirus could send the Ford stock to 0 ( CCN )

Stock Talk : Tata Consumer Products ( Mint )

Is Zero Hedge a Russian Trojan Horse ? ( New Republic )

The Butterfly Effect ( Guggenheim Investments )

Coping with market meltdowns ( Rational Walk )

Its a ‘ Swimming Naked ‘ Moment ( NYTimes )

US is heading to negative interest rates ( Daily Reckoning )

Categories
Links

Linkfest: 09 March, 2020

Some stuff I am reading today morning:

Oil plummets 30% as price war breaks out (CNBC)

Gulf Stock markets crash (Khaleej Times)

Credit & Funding markets are starting to crack (J P Morgan)

Yes Bank founder Rana Kapoor arrested (Rediff)

Yes Bank-DHFL nexus (TOI)

The birth, rise and fall of Yes Bank (Indradeep Khan)

Inside the house that Rana Kapoor built (Mint)

RBI move casts shadow on AT1 Bonds (BS)

How Buffett holds (Focused Compounding)

Don’t catch a falling knife (Michael Batnick)

Categories
Links

Linkfest : 06 March, 2020

Some stuff I am reading today morning :

Yes Bank placed under Moratorium ( RBI )

Yes Bank : Bye, Bye Shareholders ( Subramoney )

PSU Banks share swap ratios announced ( BS )

EPFO cuts interest rate to 8.5% ( FE )

SBI Cards IPO heavily oversubscribed ( MC )

US Rates are headed towards zero ( Gundlach )

Why is the gap between large and small cos growing ? ( Larry Swedroe)

On perspective in the markets ( Albert Bridge )

Coronavirus decimates the airline industry ( NYTimes)

Gold is a Chameleon ( Daily Reckoning )

Categories
Links

Linkfest : 05 March, 2020

Some stuff I am reading today morning :

Telcos asked to pay AGR dues in full ( FE )

Govt detaches PSUs from AGR case ( ET )

SC lifts RBI Crypto Ban ( Mint)

Transcript of Prashant Jain’s Conference Call ( DropBox )

Interview with Neelesh Surana ( OB )

IPO Review : Anthony Waste ( BS )

Savings account has done better than ELSS Sips ( Vivek Mashrani )

Could Treasury Yields fall below 0 ? ( Barrons)

Its too late ( Blaire Belle Curve )

Wall Street rallies behind Biden ( NY Times)

Categories
Links

Linkfest : 04 March, 2020

Some stuff I am reading today morning :

Fed cuts rates by 50 bps (TRB )

SBI Cards bulls hit panic button ( ET )

Ramesh Damani advises caution ( CNBC )

Rupee closes above 73 ( BS )

Are life insurers equipped to sell health plans? ( Mint )

The coming corporate debt crisis ( BS )

Inside India’s retail credit boom ( Malini Goyal )

The rise of Indian Fintechs ( OB )

My thoughts about the Corona Virus ( Ray Dalio )

Howard Marks latest Memo to shareholders ( Oaktree Capital )