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Capital Mind Premium: The Equal Weighted Index
This is a post for Capital Mind Premium subscribers. Following up from the Macronomics piece this week (Your Guide to the Market Index) lets consider a ...
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Macronomics: Your Guide to the Market Index
This week we talk about indexes, specifically on the stock market. What is an Index? We know how stocks have performed – simply compare today’s price ...
Commentary
Reads: Remove High-Denom Notes, SC Beats Up Sahara, NSEL Settlement
The cobrapost scam seems to have made RBI think and they might introduce a code for third party products, says BS. A call to demonetize Rs. 500 and Rs. 1,000 ...
Charts & Analysis
T-Bills Crowd Up Around 9%, Will This Reverse The Falling Yield Trend?
91-day T-Bill auctions happen every week. This week, the yield on these T-Bills was at 8.94%, and has come down considerably from the 12%+ levels we saw in ...
Economy
Do Raghuram Rajan's Five Pillars Stand Up?
I wrote this for Yahoo. About two months after the entry of Raghuram Rajan as the new governor of the Reserve Bank of India, we have some kind of a scorecard ...
Foundations
Oh Wait, Maybe the Taper is Back On?
The central bankers will never ever have enough. Bernanke said yesterday that rates will stay near zero even after a taper, which wasn’t supposed to ...
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Premium: Building Your Own Capital Protection Plan in 3 Different Ways
“Capital Protection” funds are the new normal, it seems. If the idea is to give you a feeling that your money won’t go down, but still retain the upside ...
Foundations
What Is Cross Margining?
The concept of margining is that you have to put cash as a margin against your futures or written options. Now to calculate what margin you need, NSE would ...
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Macronomics: “Core” CPI, Inflation and a Major Problem in IIP Numbers
This is the archive of Macronomics Newsletter, part of Capital Mind Premium. To all new subscribers to Capital Mind Premium, welcome! Today, we learn a little ...
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