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Foundations
Investing in a Bear Market
How does one think about investing in a bear market? Value suddenly becomes apparent. So apparent that you feel like everything is value. Value is ...
Commentary
Iceland cracks, Mobius likes India, Ted Spread and more
There seems to be news all the time nowadays. Iceland now shuts down stock exchange for two days, and creates a new bank. This is a country in bad shape ...
Economy
Crash boom bang
What a day! My net connection was fried so I was over at Kaushik’s place watching the drama unfold. From an open 4% down, the index promptly went to a ...
General
Net back up – Going Long
Quick post to note: Markets are down some 6% and I am buying. I won’t say what right now, but I’m going long for what I think will be a 10% return. ...
Commentary
Dow below 10,000
The Dow is currently trading below 10,000 – at 9,800, a level last seen in October 2004. In India, the Sensex went to the lows of September 2006. There ...
Commentary
RBI Cuts CRR by 0.50%
Effective Oct 11, CRR Is down 0.5%, as per Eco Times. This won’t ease liquidity too much – that will only happen with a repo rate cut, and the RBI ...
General
SOS Trade: Cover 400 Nifty Call
I’ve decided to cover the Nifty 4100 call I wrote earlier in the Short Only Strategy. It’s now down to Rs. 28.3, from a sell point of 209, which is ...
Commentary
Bailouts Everywhere
After Ireland and Greece, Germany guarantees all deposits (translation, bloomberg link) Iceland thinking of a $14 billion rescue (which for Iceland is a LOT of ...
General
Northgate recap: 50% down in 1.5 months
I had talked about Sustained Insider Selling in Northgate Technologies, on a post dated Aug 21. On that day the stock was at 290. The chart then: Look at where ...
Commentary