сланцевый газ и металлургия США

A long time ago I was studying Russian and my Russian instructor had what I still think is one of the more insightful snippets of political wisdom.  He said (as I can remember): “In your country, economics determines politics; in my country politics determines the economy”.  And so it goes I guess.  Everyone seems . . . → Read More: сланцевый газ и металлургия США

New insights into the events on the Indian stock market in the mid-1990s

Liquidity matters

One of the most important features of a financial market is liquidity. In a well functioning market, a trader faces low costs of transacting and can confidently expect that at future dates, across many states of nature, the cost of transacting will prove to be low.

The immediate impact of a low . . . → Read More: New insights into the events on the Indian stock market in the mid-1990s

Decline

Has Japan declined?

Time and again, Americans are told to look to Japan as a warning of what the country might become if the right path is not followed, although there is intense disagreement about what that path might be. Here, for instance, is how the CNN analyst David Gergen has described Japan: “It’s . . . → Read More: Decline

GreyMail: Is It immoral to Play the Stock Market?

The other day, my brother emailed me to ask if it was wrong to play the stock market.  Since I was going to take the time to write him, I thought I’d share my response on my blog.

In the first place, it’s important to note that the stock market is inherently neutral, morally.  . . . → Read More: Is It immoral to Play the Stock Market?

Random Shots - No Light at the End of the Tunnel?

One of the stories that caught my attention this week was the Bloomberg piece about how banks in London and New York are starting to jump ship on the old finance hubs due to fear of effects from planned regulatory tightening.

Quote Bloomberg

Banks in Europe are exploring ways to cut costs by routing . . . → Read More: Random Shots – No Light at the End of the Tunnel?

Market Analysis: How to Prepare for "Economic Depression"

The week of August 15 was one of the most volatile stock market performances in years. Negative news about the global economy, gloomy forecasts and mixed signals on the jobs front battered stocks and sent gold repeatedly above $1,800/ounce. The Gold Report asked an analyst, two newsletter writers and an economist the following: What . . . → Read More: Market Analysis: How to Prepare for Economic Depression

Interesting readings

The frontiers of Nifty.

Next steps on the SEBI story: An interview with U. K. Sinha, by Puja Mehra and Rajiv Bhuva, in Business Today. Mobis Philipose in the Mint. Uproar over I-T raids on SEBI members, in Business Today. In probing SEBI board members, go by CVC rule: Abraham, by Sunny Verma, . . . → Read More: Interesting readings for July 7, 2011

Ian Gordon: Gold Stocks Offer Protection from Financial Storm

Economic cycles, like weather, run in seasons. Longwave Group Founder Ian Gordon explains why he believes the world economy is in the “winter” portion of an approximate 80-year cycle and how the financial excesses of the past 60 years are now being wrung out of the system. Ian also explains how investors can . . . → Read More: Ian Gordon: Gold Stocks Offer Protection from Financial Storm

Siddharth Rajeev's Commodities Rundown, From Au To V

There is more to the periodic table—and to investing opportunities—than gold, silver and copper. Siddharth Rajeev, vice president and head of research at Fundamental Research Corp., sums up the market prospects for rare earth elements (REE) and a host of metals. He unearths some new names and some historical finds in this exclusive interview . . . → Read More: Siddharth Rajeev’s Commodities Rundown, From Au To V

Charles Oliver: Out of Africa, into Americas

Sprott Asset Management Senior Portfolio Manager Charles Oliver says the social unrest in the Middle East could lead to a premium for junior companies operating in North and South America. He’s even betting on it, saying, “I believe juniors will give you the best long-term outperformance and alpha.” He’s taken profits on companies . . . → Read More: Charles Oliver: Out of Africa, into Americas