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…
Read MoreSep 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…
Read MoreAug 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…
Read MoreAug 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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