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Month: November 2014

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The CAPM Portfolio: Q2 Reviews and Revised Stops

The CAPM Portfolio has done well, and it’s nearly a year since we started (We started in December 2013). The portfolio now has a reasonable number of ...

IIP Hits 2.5% in Sep 2014, Manufacturing Stages a Comeback

The Index of Industrial Production (IIP) for September 2014 is at a three month high of 2.5%. I know, even 2.5% sounds low, but it is indeed better than ...

Macronomics: The Really Scary Part Of CPI Inflation Today

First, the Good News. Inflation for Oct 2014 is down to 5.52%, the lowest number we’ve seen after the new Index came up. This fits into the lower end of ...

CPI at Record Low in Oct 2014, But There's Something Scary About the Inflation Data

CPI Inflation for October 2014 is at a record low of 5.52%, the lowest we have ever seen in the new CPI (which has only been collected since Jan 2011. Last ...

LearnTA: Pivot Points and Their Range Implications

Apologies for the hiatus in posting. There’s a lot of work that’s happening behind the scenes; more details later. Today we bring you an important ...

Nifty Companies Q2 Growth Slows; Pales in Comparison to Q1 Growth Levels

Interesting last few weeks for us at Capital Mind. With companies announcing their Q2 earnings since early October, we have been tweeting some important and ...

RBI Trades the Dollar: Buys More in Sep, and Likely Even More in October – Will this cause Inflation?

RBI returns to buying dollars as they reveal in their November bulletin, with a purchase of $1.4 billion in September. This time, they added about $3 billion ...

Taibbi Again: The Witness That Cost JP Morgan Chase $9 Billion

Matt Taibbi brings you a story of JP Morgan Chase and a witness who, he says, cost the bank $9 billion. They were willing to pay that much just to keep Alayne ...

Hedonic Adjustments For Inflation: Shady Ways To Make Things Look Good

Here’s an interesting piece by Zero Hedge on Hedonic Adjustments – in other words, how a 400% increase in price actually becomes a 7% DECLINE in ...

Yen Hits Seven-Year Low Against the Dollar

The Japanese Yen has hit a seven-year low against the USD. This comes on the back of the surprising decision by the Bank of Japan to increase their QE stimulus ...