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Commentary

Buffett's Annual Letter 2008

Warren Buffet’s Annual Report is here. Always fun to read, and interesting titbits emerge. This has been the worst absolute year for Berkshire Hathaway ...
General

Bad News For the Week

A lot of consolidation from Twitter but here goes. Let’s just look at the bad news of this week. US News US Unemployment initial claims at 667K, up 36K ...
Charts & Analysis

SoS: Rollovers, Changes

For the Short-Only Strategy, a pretty big rollover this time but I’ve not had to update the sheet. A number of lot sizes have changed as well, must ...
Economy

Hail the Pension Policy for Making Rating Agencies Irrelevant

PFRDA has released the Investment Regulations for the New Pension Scheme for the informal sector (Sorry for the google link, the original link doesn’t ...
General

Using our Forex Reserves to Fund Our Fiscal Deficit

So, S&P is thinking of downgrading our country based on the increased fiscal deficit and they’re hitting our banks too. This gets me really pissed ...
General

Barcamp Delhi 6, This Weekend

I’m going to Barcamp Delhi 6 this weekend (28-Feb to 1-Mar). The event is usually a deep technical discussion but it seems the format this time is more ...
General

Good RBS, Bad RBS

Royal Bank of Scotland is splitting into two: The Royal Bank of Scotland (RBS) is to be split into a “good bank” and “bad bank” in a dramatic rescue ...
Commentary

#Linkfest: Links and more links

Lots of links: Even the rich are starting to default. Not just “cant afford it”, but “can afford, don’t want to” TARP, ...
Slack-URLs.jpg
Economy

Feb 18 2009: Inflation at 3.92%

Inflation data is out. It’s now at 3.92%, a 1.5 year low. The all-time low is 3.07% on 13 October 2007. But look at the slope at that time – there ...
General

Crisis Video by Frontline

Excellent video on the whole crisis ...