Capitalmind
Capitalmind

4402 ArticlesDeepak Shenoy

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Bond Markets, Inflation, Policy Action And the Lag Effect

This comes from two comments to my last post asking me how active bond markets or the lack thereof affect the policy reaction to inflation. I’m not an ...

Inflation at 11.4% is meaningless

Inflation at 11.4% today and the folks on CNBC are jumping around in excitement. I usually don’t watch business news, but today I have this viral fever ...

HOVS: A takeover story gone awry

HOV Services, a stock I’ve traded in the past (and exited with a stop loss) has seen some major action in the last few days. They made an announcement on ...

"Pompous Prognosticators" you might recognize

You want to read this post by Colin Seymour: Read the full post to see what people said in various times. Nearly every time they said that the future looked ...

Misaligned Incentives for Agents

The incentives provided to Mutual fund and Insurance agents are all warped, and actually hurt the industry more than anything else. Agents get a commission ...

RBI Raises Rates – Why Are We Surprised?

RBI raises rates in two phases – the repo rate, which is what is most related to your loan rates, is up to 8.5% now, a 50 basis point hike. The Cash ...

Short Sellers Bask In A Well Deserved Glory

An interesting article about a short seller, David Einhorn, and Lehman Brothers: That was 1996. The firm had just $900,000 in assets, more than half of which ...

Ranbaxy Spikes to 660 at the Open

Ranbaxy saw some weirdo trading today. Look at today’s bar. The high of the day was 660! That’s ridiculous, obviously but why did it go that high? ...

Ranbaxy sells to Daiichi

The story is that Ranbaxy promoters are selling their (nearly) 35% stake to Daiichi of Japan. The price is Rs. 737 per share and reflects a big premium on the ...

System Trading – A link to begin with

To read more about System Trading (read my last post) check out Ed Seykota’s Trading System Project. The project gives you an idea about how trading ...