Oh Shit!!! : The Things That Scare Me To Death….
The Dow Jones is near a historical high, even as the DXY Index is at a mid-term high. For a currency almost guaranteed to break
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Revving Up : A Halt For Rest And Then….
The downward Interest rate movements have started, and a couple are already behind us. I don’t think we should count our chickens before they are
The Trump Trade Wars : The Strategy Behind The Lunacy
It was John Nash who pointed out the definition of an Irrationality. He said that Irrationality is never absolute, it concerns the objective of the
Damned If You Do(n’t) : The Unusual Tantrum On Freak Friday
Normally, an interest rate hike is a big negative for equity markets, so why did the markets react so surprisingly to the RBI’s (surprising) refusal
The Death Of Inflation : Living Under Low Inflationary Expectations
The sudden drop in the Dollar:: In March 2017 was seen as a political phenomenon, part of the Trump Trade. It was imagined that Trump
Cowing To The Bully : The Flawed Logic Of Not Defending The Re
Think of currency traders as hunting piranha. If you spill even a drop of blood in piranha-infested water, they can smell this ‘weakness’ and pounce
Asleep At The Wheel : Why Re Valuations Are A Crisis
I am amazed that few people are talking about it, and I certainly don’t see enough noise being made about it. If the Dollar:: Re
The Alternate To Gold : How To Look For The Perfect Currency
We know that Classical Economics is flawed, hence currency design (and consequently monetary policy), which stands in the middle of the subject, would have to
A Macro Hypothesis:: Trade Of The Decade
A good way to think across markets is to remove the currency factor. For example, if you were to go back to 1999, a good
What Is Happening To The Dollar?
Just 2 months back, in mid-May, the Dollar was at 58.5, and the consensus talk was about it going to Rs.55. Today, it is at
