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This Time is Different…Or Is It?

Nov 11, 2019

“Those that ignore the lessons of history are doomed to repeat them” – George Santayana The Key Decision Facing Investors Today is Valuations in a Bifurcated Market A few days ago, a veteran portfolio manager issued a note stating “Select quality stocks are in a bubble zone and could give zero or negative returns over…

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Fed cuts as expected, but not more of the same

Nov 6, 2019

• Fed delivers a cut, as expected • The accompanying statement hints that further cuts should not be viewed as a given • Low for long is the order of the day, as Fed sees little inflation risk in the system • Easy money policy continues to fuel risk appetite while suppressing bond yields The…

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The Market’s Message

Oct 29, 2019

“If past history was all that is needed to play the game of money, the richest people would be librarians.” – Warren Buffett The Age of Abundance The age of abundance is over in the U.S. So says Youngme Moon, author, Sr assoc. Dean, Harvard Business. With respect to India, we think the age of…

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Chaos Confusion and Suspense

Oct 22, 2019

• Another Brexit saga but the UK Prime Minister may still push it through • Sterling may initially sell-off but traders fear the upside as much as the downside • Latin America sees trouble in Chile and Ecuador, but Brazil and Mexico retain positive bias • IMF cuts GDP forecasts and ups its research on…

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