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General
Remembering the Fall of the Berlin Wall
Twenty years ago, the Berlin wall fell. Thirty five years ago, I was born. Not that there’s any connection. A post I’d made in a different blog is ...
General
Buffet: Wolf in Sheep's Clothing
Barry Ritholtz is really pissed off. Due to an unexpected outbreak of rationality (and perhaps embarrassment), the Treasury department has rejected requests of ...
Commentary
RBI Buys 200 Tons Of Gold From The IMF
The Reserve Bank of India has bought 200 tons of gold from the IMF. The deal was done around $1045 per ounce, which means they’ll pay a little less than ...
Economy
Bank Credit Growth in Single Digits
RBI’s friday press release on the Scheduled Bank Business in India as of Oct 23 shows a slight problem with Credit Growth, which is now at 9.69%, the ...
General
Grantham's quarterly – Markets being silly again
Jeremy Grantham’s Must-Read Quarterly for Q3 09 has way too many good points to quote. He slams the current financial system and the key players like ...
General
Stratfor: China's Real Estate Bubble
Stratfor has an excellent article on China’s soaring real estate prices and a potential impact: On Sept. 10, China Overseas Land and Investment, a Hong ...
Commentary
Einhorn VIC speech: Banks Even More “Too Big To Fail”
David Einhorn’s speech at the Value Investing Congress. Great read, even in the tired but roaring bull market: Einhorn Vic 2009 ...
Commentary
Mortgage Prepayment Penalty To Be Removed?
ET: RBI may shelve prepayment penalties on home loans The Reserve Bank of India (RBI) plans to direct banks to stop levying penalty on pre-payment of retail ...
General
Happy Diwali 2009!
First, wish y’all a great Diwali and a fabulous year ahead. Last year, I posted on Diwali about the year ahead. And I was largely wrong. The index has ...
General