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Month: June 2015

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Hedge Funds That Recently Bet on Greece Include Paulson and Watsa

It’s seems some big hedge funds have set up positions in Greece recently that might become stressed (HT ValueWalk.com): John Paulson’s firm acquired a ...

Jun 29, 2015

Banks in Greece Shut on Monday as ECB Shuts Off Liquidity Tap; Rough Week for Markets Ahead

I would technically want to write something beyond Greece. But it beckons. Because: Greek Banks to be closed on Monday after ECB freezes liquidity tap: Greece ...

Jun 29, 2015

That Greece Endgame: One Third of ATMs Emptied As Greece Goes Political When Bailout Talks Fail

This might finally be the Greece Endgame. On Friday, the Euro nations gave Greece a proposal that allows it to repay its debt. On Friday, Greece rejected that ...

Jun 28, 2015

60% of the Bond Auction Fails, RBI Cancels Three of Four Auctions

RBI has just cancelled 60% of the government bond auction today. With four bonds on sale, we had noted again on twitter that underwriting commissions has ...

Jun 26, 2015

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Macronomics: Why Bank Results for the June Quarter Are Likely To Be Horrible

  Banks are going to see some really tough results this coming quarter, and we’re going to tell you why. Banks create money (much much more money ...

Jun 25, 2015

You Might Not Believe It, But It is Greece Time Again!

Greece is back! We won’t bore you with the details but it seems there’s doing crisis level meetings (again) on the fact that Greece needs money, ...

Jun 24, 2015

Optionalysis: Lessons Learnt From A Profitable But Silly MA20 Trade

We analyze the profits made on a trade based on our proprietary MA20 indicator. This post is for Capital Mind Premium subscribers ...

Jun 24, 2015

Portfolio: Another Outlier Company, This Time In The Engg IT Space

We add a company to the CAPM Portfolio based on our Outlier analysis. This post is for Capital Mind Premium subscribers ...

Jun 24, 2015

You Could Get a Tax Cut For Paying Electronically, Says a Government Proposal to Help E-Payments Trump Cash

The government has proposed a policy to make Electronic Transactions more attractive. In the proposal, they say a number of things that sound like music to my ...

Jun 23, 2015

Video: Full Interview at CNBC-TV18 on 22nd June

Here is the full video of my interview at CNBC-TV18 in which I discuss select stocks including Reliance Industries, Sriram Transport and more. I also share my ...

Jun 23, 2015

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