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General
BDI Drop No Big Deal? Careful with Shippers
In the MarketVision Newsletter #1 I mentioned the Baltic Dry Index, and that it may be a concern as the rate was the lowest in nearly two years. Calculated ...
Commentary
Newsletter: The Market Vision Chronicle
MarketVision’s first newsletter is out. Read the Market Vision Chronicle, Jan 08, 2011. This is an archive only available to registered users (register here, ...
Opinion
At Yahoo: ULIPs or Mutual Funds?
A small story at Yahoo on the choice: Ulips or Mutual Funds. (Posted in entirety) It was the day they’d talked about 9 years ago. The first day of 2011. ...
Economy
Primary Articles Inflation Up to 20%
Welcome, 2011. The last week of the 2010 – as of December 25th – now shows Primary Articles Inflation at 20.2%. and back to the great upward revision ...
Opinion
India December PMI at 58.9, Dips From Nov
From Markit, the HSBC India Services PMI (Purchase Managers’ Index) showed a dip to 58.9 from November’s 61.3. One piece that needs focus: December data ...
Charts & Analysis
Senseless Sensex EPS Projections, and a Dividend Yield Problem
I wonder why I get all worked up when I see utterly bizarre Sensex EPS estimates. Basically, the modus operandi seems to be: Pick a number out of your a** ...
Stocks
Network18 Footnotes: Compensation, No Subsidiary Results, Investments
Sometimes, looking at pure results isn’t enough; what’s in the actual footnotes throws up interesting points. Take Network18’s September 2010 results. ...
General
Happy New Year 2011!
Wish you all a wonderful 2011 and hope you have a great year ahead. The last year has been a sabbatical of sorts, with my looking at various opportunities, ...
Economy
Primary Articles Inflation Spikes to 17.24%
Whoa. The latest WPI data on primary articles has taken WPI inflation on primary articles to 17.24%. Dangerously, the past revision spikes are reoccurring. ...
Opinion