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Opinion

At Yahoo: The Recession of Trust

My first article on Yahoo, “The Recession of Trust” is up. It’s an introductory piece, and I hope you like it! Trust me. These two words run the world of ...
General

A Quick Nifty Look

So we fell a little bit and the U.S. market is depressed. Should we be worried? Well, not according to some of the longer term trend indicators: The Nifty (the ...
General

Readings: Crash, Reflation, Lewis, RelCapital

The main point now –although I started writing this post in the morning – is that the markets have fallen. In two days, we’ve fallen about 2.5%, from a ...
Stocks

InfoEdge Results: EPS down 4%, Stock Up 4%

There is only one rule for the NAUKRI stock. If they announce bad results, the stock goes up. For the last two years, the Trailing Twelve Month EPS has been ...
General

“Atlas Invested” On Yahoo. By Me.

Starting next week, I’ll be writing a weekly column called “Atlas Invested” at Yahoo India. (Amit’s Announcement and his first piece) Writing in on ...
Commentary

What is with Shanghai?

Why is the Shanghai Index at or near 6 month lows?   The two year chart shows us we have a LONG way to go, of course. Just to give you a context: Yes ...
General

Links: Buffett, Spain, Indian Property Sales

Buffett is lobbying against regulation reform, says WSJ. What Buffett doesn’t like is the potential rule that says you have to put up collateral for all ...
Commentary

Futures and Options on GoldBEES

NSE is introducing Futures and Options on the Gold ETF – GOLDBEES – from April 30. This is quite interesting because no commodity has options on them in ...
Commentary

Greece Is Back, And The VIX Is Low

Greece’s debt is seeing demand destruction of recently unknown sorts. Their two-year bond yields jumped to 13.5%, which is higher than most countries can ...
Economy

This Week: Banks, Credit Growth and Yield Curves

A volatile week on Dalal Street has ended. With the Nifty closing at 5305, the week saw us go all the way down to the 5160 levels and recover from there; FIIs, ...