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Commentary
Burry: Why didn’t the Fed see the crisis coming?
A phenomenal Op-Ed by Michael Burry, “I Saw the Crisis Coming. Why Didn’t the Fed?” I have often wondered why nobody in Washington showed any interest in ...
Stocks
SEBI releases Guide To IPOs
On it’s website, SEBI has released an excellent “Guide to understand and Offer Document” and instantly has also made it so difficult to find that one ...
Stocks
BHEL Early Results, 87.6 EPS for the Year
Bhel announced results yesterday, an early primer into what’s going to come as details later: At 36% TTM EPS growth this stock has done fairly well and the ...
Foundations
Are Futures Simply Better?
I’ve been railing about the cash volumes in the market recently. With volumes reaching 12,000 cr. – lesser than most of 2007 – and as I recently tweeted, ...
Fixed Income
Govt. to borrow 287,000 cr. in next 6 months
RBI has put the borrowing calendar of GSecs for April-September 2010. The total borrowing is slated to be 287,000 cr. with 11,000 to 15,000 crores borrowed ...
Fixed Income
RBI introduces STRIPS
Not the kind that involves invasive body searches, or certain dance bars. STRIPS is Separate Trading of Registered Interest and Principal of Securities – ...
Commentary
Links for 29 Mar 2010
It’s one of those days I have too much to read, so… Day Traders 2.0 – Wired, Angry and Loving It (NYT). Indian markets are also full of day traders, and ...
General
Why are we so bearish?
It’s a very early start to the week for me. At 6 AM on Monday, I’m going to groggily wish you all a very good morning. The stock market is just going up. ...
Breaking
ECS Fiasco: Kotak to Blame, ICICI Redeems Itself
Ravikiran Rao writes in response to the ECS post: Just wanted to give a little more detail. The detail will indict Kotak further and probably exonerate ICICI ...
Economy