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Moment of Truth

May 13, 2019

“We have the potential to go up like a rocket if we did some lowering of rates, like one point, and some quantitative easing. Yes, we are doing very well at 3.2% GDP, but with our wonderfully low inflation, we could be setting major records, and at the same time, make our national debt start…

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Global and Domestic Cross Currents

Apr 30, 2019

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.” – Benjamin Graham Rate Cuts Have Led to a Steepening of the Domestic Yield…

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Game of Thrones

Apr 15, 2019

Disagreeable data are streaming out of the computers of Merrill Lynch and other performance measurement firms. Over and over and over again, these facts and figures inform us that investment managers are failing to perform. Contrary to their oft articulated goal of outperforming the market averages, investment managers are not beating the market: The market…

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Repo Rate Cut by 25bps, Policy Tone unchanged at “Neutral”

Apr 4, 2019

The Reserve Bank of India today decided to reduce the policy repo rate to 6.00% from 6.25% with four out of six members voting in favour of the cut. However, the MPC decided to keep the monetary policy stance unchanged at “neutral” with an objective of achieving a medium-term target for CPI of 4% within…

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