I have an article in Financial Express on this today.

Pension Pulse has a post, “Pensions filling the infrastructure gap?” It does not allow comments, but here’s mine.
I was formerly a manager & analyst of public securities in emerging markets for one of the big pension funds. We had people in the PE departments working on this. My experience with single-purpose public infrastructure securities [...]

The Great Credit Contraction grinds on as the system continues evaporating.  People are realizing the true nature of the worldwide fiat currency and fractional reserve banking system that is built on a fraudulent premise and has become a Ponzi scam of epic proportions, the largest in the history of the world.  Capital, both real and [...]

I like round numbers because they are easier to count.  For example, on 14 July 2009 I recommended buying platinum at $1,118 and today it trades at $1,618.  I like an unrealized gain of $500 per ounce, or 23.1%, in 6 months.  But is platinum overvalued and how can we tell whether we should buy [...]

This piece was written before Christmas and will appear in the first 2010 edition of the Forex Journal. The data covers the market up until mid December.
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Old Maid is a card game where the simple task is to avoid holding a given card (often the queen of spades) at the end. Even in the company [...]

The recent gold upleg has proceeded fairly predictably based on previous trends.  Like the Octrober correction and consolidation the December correction and consolidation has laid a firm foundation for the third round of the upleg.
FIRST ROUND
With gold trading around $995 on 9 September 2009 in Gold Party Barely Started I wrote, “This puts $1,300 gold [...]

Fat Prophets have been gold bulls for a long time and I give them kudos for that. However, in a recent article The Silent Gold Rush Is On they make the following faulty analysis:
The Australian newspaper reported over the weekend that the Perth Mint is not taking any more orders for gold until January. Our [...]

Shifting away from central planning
Traditionally, Indian socialism has involved government control of all aspects of financial products or processes. As an example, government specified the time of day at which trading starts and the time of day where it stops. The RBI committee process on currency futures and interest rate futures specified that trading must [...]

Christmas is fast approaching and I thought that instead of writing up my pendant to the flurry of 2010 market outlooks (it will come at some point over the Christmas), I would point you to a recent paper I read on leveraged buyouts and private equity industry. The paper is written by Steven N. Kaplan [...]

Earlier, we looked at what the current “dead cat bounce” meant for the Dow Jones Industrial stock index, but with a strong late Friday rally, Nasdaq Index returns have been even more impressive.
Up nearly 75% since the March 10th trough, the tech laden index spiked up another 1.5% on Friday, to close up almost 950 [...]