Some stuff that I am reading today morning:
Could this be the simplest trading strategy in the world? (Moneybeat)
Investors check into hotel stocks (ET)
Know the risks when picking debt funds (Mint)
A dozen midcaps to bet on (BS)
ONGC charges RIL with ‘theft’ of natural gas (FirstBiz)
Snake Oil Salesmen (Prashant)
Why Modi matters (JerusalemPost)
Value Vs the Market (Greenbackd)
The true value of macro forecasting for value investors (II)
Mandate for Modi:A business agenda (Wharton)
Some stuff I am reading today morning:
10 stocks to ride ‘Modi’ wave (ET)
Are junk bonds gaining ground in India? (Mint)
Modi asks key babus to list hits and misses (FE)
Brokerages raise India targets (BS)
The ignominy of regret (CapitalMind)
A few simple rules for money managers (Contrarian)
Amazing Disgrace (MediaCrooks)
Whats your tolerance for complexity? (CommonSense)
Eliminate all hero worship (KirkReport)
Why the Modi story is exciting to investors? (BI)
Some stuff I am reading today morning:
Investors must recognize what “this time it’s different” really means (WP)
Jhunjhunwala:This is the start of the biggest bull market (ET)
RBI’s early warning signal suggests Rs.66,000 Crore NPAs (FE)
Obituary:Russi Mody (BS)
Post election thoughts on the markets (Prashant)
The rent crash (BS)
Prepare for the death of the petrodollar (DailyReckoning)
Review:LIC’s online term plan (BasuNivesh)
Why Uber and Airbnb may be in big trouble (Forbes)
An Indian Muslim’s letter to Congress (IndianMuslim)
Some stuff I am reading today morning:
Markets on the edge on the eve of election result (BS)
Betting on elections-gambling or trading (Prashant)
BSE,USE Boards approve merger (Mint)
Leave poor Rahul Gandhi alone (FirstPost)
The myth of “getting what you pay ” (BBC)
Your holding period (IrrelevantInvestor)
Strategy for debt funds (Subramoney)
The apotheosis of David Tepper (TRB)
What Twitter traffic says about Indian elections (Quartz)
One index finally makes water a great investment (DailyReckoning)
Some stuff I am reading today morning:
5 Reasons why markets may see a sharp fall post May 16 (ET)
Indian Billionaire heiress seeks healthcare fortune (Bloomberg)
Tata Steel-A tale of two surprises (Mint)
All Govt Banks violate SEBI listing norms (BS)
Ambani’s home is the worlds most expensive (BL)
The great hedge fund mystery (NewYorker)
Robots as financial advisors (ResearchPuzzle)
The more momentum the merrier (Economist)
Traders gonna trade (TRB)
Bobby Jindal uses his Christian conversion to woo voters (WashingtonPost)