Compounding Knowledge

What I am reading today The Few Winners from Medicaid's Shift to Managed Care (Strategy+Business) The top 4 creative agencies that ruled YouTube in 2017 (Think with Google)

What I am reading today This Bond Bull Market Still Has Legs (Daily Reckoning) New Cars in a New Economy: China's Two Speed Car Market (CKGSB Knowledge)

http://marginalrevolution.com/marginalrevolution/2018/01/jordan-petersons-12-rules-life.html

What I am reading today The Chinese rural e-commerce story (Gulzar Natarajan: Urbanomics) The Myth of the Myth of 'Jobless Growth' (IDFC)

What I am reading today Dirty Money and Pharmapalooza (Trends... Find them, ride them and get off.) 'Aadhaar' is Oxford's first Hindi word of the year http://toi.in/kADiCb/a24gk pic.twitter.com/kURM3C2K7j (Nandan Nilekani)

What I am reading today BlockChain Funds Get 1,600% Money Boost In One Day (BRIC Breaker) Visualizing a Global Shift in Wealth Over 10 Years (Visual Capitalist)

What I am reading today The Insolvency and Bankruptcy Code: The journey so far (Mint) Budget 2018: Why Record Harvests, Govt Spending Not Enough For Farmers (IndiaSpend)

What I am reading today "Need More Time" or Lack of Product-Market Fit? Guideposts for Tech Founders Going to Market When No Market Exists (Andreessen Horowitz) Warren Buffett's bet on airlines lost more than $700 million in sector sell-off (Warren Buffett Watch)

What I am reading today Modi Disappoints at Davos (Bloomberg View: India) How Gender Diversity Enhances the Bottom Line (Visual Capitalist)

What I am reading today Unexpected Eruption at Japan's Kusatsu Triggers Avalanche (Discover Magazine) The Shift: What if a Healthier Facebook Is Just … Instagram? (NYT Technology)

Buffett's worth at age 37 was 0.01% of his worth today. If you're struggling now at age 37, don't lose hope. Do work you love and work hard. — Vishal Khandelwal (@safalniveshak) July 10, 2017

Source: Nandan Nilekani

Forecasts to 2025 for the changing income mix of India's households Source: India Brand Equity Foundation

What I am reading today Writing and the Threshold Life: Jane Hirshfield on How the Liminal Liberates Us from the Prison of the Self (Brain Pickings) A Queer Reading of Go Ask Alice (The Paris Review)

What I am reading today I am Irrationally Exuberant (Trends... Find them, ride them and get off.) .@ChicagoBooth's Brent Neiman considers the complicated history of globalization, and why we shouldn't take it for granted http://ow.ly/dOPJ30hG5eB pic.twitter.com/RiMrdUep0c (Chicago Booth Review)

What I am reading today "Even with volatility being at all-time lows for much of the past year, mega-cap stocks still saw an average of a 40% gap between their 52-week high and low prices." @JohnHuber72 http://sabercapitalmgt.com/wp-content/uploads/2013/03/Saber-Capital-2017-08-15-Investor-Letter-2017-Mid-year-Update.pdf …pic.twitter.com/OKNDyLsvnf (Devin Haran) Will the stock market continue to reward investors under President Trump? http://ow.ly/YjJA30hG53t pic.twitter.com/5Z0SmjjfLl (Chicago Booth Review)

The Top 10 Most Watched Indian Ads on #YouTube in December 2017 by @subratkar via @afaqs https://t.co/t916vsx2RO — Gregory Fernandes (@gregyeshua) January 9, 2018

Over more than three decades of emerging-market investing, I’ve found that being a genial yet cynical optimist is the best posture to achieve long-term success. https://t.co/71PnTo9SMC — Mark Mobius (@MarkMobius) January 18, 2018

This blog is dedicated to promoting reading. What better way to start out on this journey but to read the classic book on 'How to Read'. This book is an easy-to-follow guide for lay readers to better grasp the content of any books they may read. It covers the various levels of reading - from elementary reading, through systematic skimming and inspectional reading, to speed reading. A highly recommended read.

Govt mulls allowing 100% FDI in banking sector. Finmin, DIPP, IBA in talks to hike FDI cap in Pvt banks from current 74% to 100 percent, PSU banks to 49% from current 20%; former RBI Govs R Gandhi, KC Chakraborty welcome move — Shereen Bhan (@ShereenBhan) January 17, 2018

The Bears story 2012: No proactive govt 2013: Going into a hung parliament 2014: Fundamentals are weK 2015: Told you so, won't sustain 2016: No earnings growth still 2017: Demon and GST will pull the economy down 2018: Holy Bull, I am all in! — Nagpal Manoj (@NagpalManoj) January 17, 2018

In an interview to the Indian Express a few days ago, Uday Kotak of Kotak Mahindra Bank has called out the permabulls (you know who they are: those talking heads who are always on TV talking up their own investments) in the market. To a question about the surge of retail inflows into the markets, Mr. Kotak has a characteristically cautious response:

A new artificial intelligence index tracks the emerging field. The initiative measures AI’s technological progress much as the GDP and S&P 500 take the pulse of the U.S. economy and stock market. https://t.co/APO5yS9yPM pic.twitter.com/SVGOacUixg — Stanford Engineering (@StanfordEng) January 16, 2018

What I am reading today China's Real Offshore Disaster (Bloomberg View: China) Deborah Friedell: Death, in a Nutshell (London Review of Books)

What I am reading today "Identity benefits from one universally recognized solution. It's "base-layer" infra: things like language, roads, postal services, platforms where commerce and competition are assisted by having an underlying layer in the public domain." [Edited excerpt] https://www.nytimes.com/2018/01/16/magazine/beyond-the-bitcoin-bubble.html … (Nandan Nilekani) 5 Reasons You're Not Reaching Your Financial Goals (Daily Reckoning)

Professional themes across four areas—Strategy, People, Execution and Communication, and Leadership and Legacy— can serve as a leadership roadmap for CEOs.  #CEOAgenda https://t.co/ZP6EKe4CmG https://t.co/aBn21xVxKq https://twitter.com/BainAlerts/status/951072388409589760?ref_src=twcamp%5Eshare%7Ctwsrc%5Em5%7Ctwgr%5Eemail%7Ctwcon%5E7046%7Ctwterm%5E1 Bain & Company (@BainAlerts)

What I am reading today Down in Trumpland  (Business Standard) Hating on Crypto-Millionaires  (Elaine Ou)

8 Stanford professors share the books that shaped their personal definitions of “intelligence.” Did yours make the cut? https://t.co/YbYwAQVEGN — Stanford Business (@StanfordBiz) January 14, 2018

Be like Bill Gates and Warren Buffett: If you’re not spending 5 hours per week learning, you’re being irresponsible https://t.co/lCUGzt65gw — Quartz (@qz) January 14, 2018

On the importance of being a student of your craft & pursuing mastery... pic.twitter.com/Sk5mqr4M7T — Devin Haran (@DevinHaran) January 8, 2018

“It is not that we don’t have our own opinions so much as that we have too many contradictory ones, and it is generally our emotional state alone which determines on which ones we will predicate action or inaction.” @EricRWeinstein — Devin Haran (@DevinHaran) January 10, 2018

What I am reading today Why Hasn't the World Been Destroyed in a Nuclear War Yet? - Facts So Romantic (Nautilus) A Child Abuse Prediction Model Fails Poor Families (Wired)

What I am Reading Today Facebook's Adam Mosseri on Why You'll See Less Video, More From Friends (Wired) I Rode A Self-Driving Car Down The Las Vegas Strip (Daily Reckoning)