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Black Gold Rises

Sep 16, 2019

“The older I get, the more I see a straight path where I want to go. If you’re going to hunt elephants, don’t get off the trail for a rabbit.” – T Boone Pickens This week we update our quarterly RICS asset pairs methodology. Equities Vs Bonds While acknowledging that forward earnings can be like…

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Fiscal Policy Course Correction

Sep 3, 2019

“If you really want something in life you have to work for it. Now quiet! They’re about to announce the lottery numbers.” – Homer Simpson Everyone knows everything today. There is an avalanche of data, opinion, news, blogs available on the net, much of the easily sourced is negative. Global media creates a veritable state…

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Implications of an Inverting Yield Curve

Aug 19, 2019

“Be a loner. That gives you time to wonder, to search for the truth, have holy curiosity. Make your life worth living.” – Albert Einstein The yield curve has inverted, and a long hibernating bear woke up this week, as conditions are starting to look decidedly gloomy. Marc Faber, aka Dr Doom was back, suggesting…

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RBI Policy – Monetary Policy Doing the Job, Fiscal Policy Intervention Needed

Aug 7, 2019

The Reserve Bank of India today decided to reduce the policy repo rate to 5.40% from 5.75%. While, all the six members of the MPC were in favour of a rate cut, two members voted for a 25bps rate cut and four members voted for a 35bps rate cut. The MPC decided to keep the…

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