Linkfest – 95

Monday, October 29th, 2018

Interesting commentary from across the web in the last few weeks:


MIB: Howard Marks, Oaktree Capital – The Big Picture

Confessions of an equity analyst – Value Research

The impact of NBFCs on fund flow to the economy? – Bloomberg Quint

The $80 Trillion world economy in one chart – Visual Capitalist

The next recession – The Economist

The future of healthcare – The Economist

Beware of market timing rules of thumb – Insecurity Analysis

The land challenge underlying India’s farm crisis – Livemint

Amazon’s private label business – CNN

The NBFC scare isn’t over yet – Bloomberg Quint

Public sector enterprises are poor investments – Mihir Sharma and Aarati Krishnan

Warnings mount for leveraged-loan market – FT Alphaville

Decoding the NBFC bailout – Capitalmind

23 charts and maps that show the world is getting much, much better – Vox

A lost decade of dollar cost averaging – A Wealth of Common Sense

Oil’s rally isn’t over yet – Bloomberg Quint

Moral investments aren’t outperforming – FT Alphaville

Slowing US momentum- The Reformed Broker

What happens when interest rates rise? – Morgan Housel

Haste Makes Waste – Morgan Housel

The electric future will start on two wheels – Bloomberg

Credit Risk Funds pose a problem – INR Bonds

Investing is Hard – YouTube

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About the author

Rishad is the founder of Kairos Capital. He started his career with Standard Chartered Wealth Management and has extensive experience in markets, particularly in terms of mutual funds and stocks.

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The global tightening of financial markets

Monthly Market Summary: October 2018