Tag: linkfest

Some stuff I am reading today morning:

GoI announces welfare package for the poor (Forbes)

On the Stock Market Crash (Chaitanya Dalmia)

Can’t have a business plan with zero cash flow (Rakesh Biyani)

CRISIL cuts India’s growth forecast to 3.5% (BS)

How BSE,NSE have kept the stock markets running (BL)

Listed firms allowed to delay AGMs by a month (FE)

The great Dollar Shortage (James Rickards)

A warning from the Great Depression (Daily Reckoning)

Seth Klarman sees bargains (Yahoo)

Virus leaves all landlords under the same leaky roof (Reuters)

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)

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)

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 )

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 )