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561 ArticlesCommentary

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Buffett Crosses Over To The Other Side

I often hear people quoting Warren Buffett saying “Derivatives are weapons of mass destruction”, and thus, that derivatives are ultra-horrible, a ...

The Trust Is Gone

From Calculated Risk: Homebuyer’s were speculating with no money down. Mortgage brokers didn’t care because they would sell the loans immediately ...

Reader Comment: Sea of Red For Real Estate Lenders

Two comments that piqued my interest, on the CRR Hike post: Indian IT will be in X roads..and India will have a sub prime crisis of its own since many of these ...

Of Arrogance and Humility

Sometimes a online page pisses me off. Like when I dug into Ajit Dayal in my “Dishonest Truths” post. A little harshly, no doubt. I don’t ...

Old Is Gold But ETFs Are Better Gold

From Prerna Katiyar, in an ET Article: Unfortunately, most of us think quite like Mr Gupta. That is, if we had purchased gold at, say, Rs 10,000 (per 10 gm) ...

SEBI Tightens the Screws On Brokers

SEBI’s new proposed rules for brokerages include very strict guidelines on how they should work with their clients. Some salient points. The ...

The End Of The Road For Ambac and MBIA?

This is a non-India post. But it has some significance to the Indian markets. Ambac and MBIA are bond insurers in the US – called “monolines” ...

Inflation at 6.68%

The latest weekly release of the WPI Index, according to the Economic Times, is at 6.68%. This is the highest we’ve seen for a while. High inflation is a ...

Mudra Lifestyle – Stock Idea

After a long time I’ve found something worth buying. A company with a 3.9 P/E is very interesting, though there are risks. But note that I am the kind of ...

Insiders Buying The Big Dip

Corporate India is betting on itself. The level of insider buying has reached dizzying heights in the last two months, with more than 20 announcements a day. ...