Some stuff I am reading today morning:
India is the world’s fastest growing economy (Mint)
Cafe Coffee Day sets price band for IPO (ET)
Are fund benchmarks flawed? (VRO)
Reflections on seed investing (Haywire)
Decline in profit margins signals a recession (BI)
Inside Steve Cohen’s ‘Academy’ (BI)
Risky strategy sinks small hedge fund (Dealbook)
A global recession is coming (Bill Bonner)
Retirement blues-beyond money (Bala)
How two guys lost God and made $40 Million (Bloomberg)
Some stuff I am reading today morning:
How the Fed saved the economy (Ben Bernanke)
Don’t get too excited about the reversal (TRB)
All black money is in real estate and equities (Firstpost)
Only heavy discounts could lure realty buyers this Diwali (FE)
Stock review:IDFC Bank (BS)
Falling iron ore prices signal tough times for NMDC (Mint)
Ola:Taking India on a ride (Forbes India)
IRDA’s attempt to clean up bank insurance sales (VRO)
Negative interest rates wreak havoc on finance textbooks (Prof Varma)
The European startup market (A VC)
Some stuff I am reading today morning:
Suzlon’s rise from the ashes (Forbes)
Careless attitude by IDFC (Bala)
Equity:Fill it,shut it,forget about it (Vivek)
Stock Review:Wonderla Holidays (OB)
Health SIP (Muthu)
Bucket theory of retirement management (Subramoney)
How the superwealthy make sure their kids stay super wealthy (Bloomberg)
Putting a price tag on the Volkswagen scandal (Aswath Damodaran)
Should we consider gold? (Sharepereturns)
Using “normal” drawdowns as a timing signal (Econompic)
Some stuff I am reading today morning:
India’s largest real estate commercial deal closes (Mint)
Only 3,000 Crores of black money has been declared (BS)
eCommerce firm execs make beeline to cash ESOPs (ET)
How broking firms are remodelling their business (OB)
Why is Bharti Infratel’s share price falling? (Nomura Research)
The top 5 best small savings schemes in India (MyInvestmentIdeas)
Trade Secrets from 2 investing legends (DR)
Are you ready for the next bear market? (TRB)
The perils of forcing a sale of illiquid assets (DealBook)
Simple and effective thoughts by George Soros (Big Investor)
Some stuff I am reading today morning:
RBI surprises markets (Mint)
Two buy signals (Short Side of Long)
Domestic commodity shares melt on Glencore rout (BS)
Stock Review:Tata Motors (Seeking Alpha)
Wealth Destruction by ITC,L&T (Bala)
A business that charges 10% interest daily (Subramoney)
Why does Wall Street want higher interest rates? (Bloomberg)
10 Things I love about Twitter (Common Sense)
Why public and private market valuations are completely different (Mahesh)
Combining volatility,momentum and trend in asset allocation (Alpha Architect)