Rajan Raj II : Prescriptions For The Next Financial Crisis
A lot of the best ideas have already been taken, but here are some new ideas that might help. They will take some guts, but
Currency
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A Primer On Hedging…..contd. Frequently Asked Questions III
As explained before, hedging means protection. It is like Insurance, in the sense that it protects your wealth (or reduces your Risk) rather than maximizes
Beyond The Horizon A Long View Of The Dollar
In the short run, the view forward is based on what we can see. In the medium term, our view is based on what we
A Cross Eyed Market : Looking London Talking Tokyo
There is a normal correlation between the various financial (listed) markets, which is mathematically/ statistically measurable. Sometimes these correlations break down when different parts of
Looking Back, Looking Forward : Evaluating Different Probabilities
Well, for starters, let us rule out the ‘consensus forecasts’. The world WILL NOT grow on steroids; a second TARP will have dramatically different consequences,
A Mess Called Europe : Lots of Lehman-esque Lemons
Lebensraum: Germany has finally found it, although not quite the way they imagined it. Today, Europe is at its feet, except that maybe, Germany has
Cash Is King Principles For The New Paradigm
There are a lot of people who are using the above aphorism very loosely. To me, the same words mean some very different things. Last
Don’t Sweat. Not Yet At Least: Currency View
Has the run-up in the stock markets exhausted itself? The pundits seem to think so. Mostly, the arguments in favor of bearishness come from the
The Shape Of The Pyramid Why Income Inequality Happens & Its Consequences
1% of the world’s population owns 40% of its wealth. That, on a base of 6.5 billion, refers to 65 million people. The actual proportion
Magnetic Resonance Imagining : A Co-ordinated March To Oblivion
All those of us who managed to get past Class 9, would remember a concept in Physics called Resonance, the reason why marching columns of
