With financial markets becoming increasingly complacent about the recurrence of a crisis, we believe it is relevant to explain a couple of areas of concern which could trigger the next round of crisis:
In the last few weeks, Greece has taken the center stage in the financial markets. Within the next two months, Greece has to [...]

Two centuries ago India and China dominated the world economy and trade. Industrialization kicked off  in England in 19th century and then spread its wings to Northern Europe, North America, Japan and South East Asian Economies. While the Northern markets became consumption driven economies, the low income producing economies in the South became the manufacturing [...]

As a follow on post to the ‘ Are we heading towards Hyperinflation’ , the recent data/events and actions re-affirm a firm belief that it is time to allocate commodities to one’s portfolio. Let me put together the pointers that has led us to this belief:
1. The U.S. will continue to do ‘quantitative easing’ to [...]

In the last one quarter the data coming out of U.S. clearly indicates the raising unemployment rates and american citizens after a long time starting to save! Yes..in fact the previous quarter savings have been 5%.. Clearly this does not indicate green shoots..more like brown weeds..or rather brown manure as Nouriel Roubini puts it.. His [...]

Circa Sep 2008
Lehman Brothers collapses..Credit markets freeze.. Equity markets crash.. Commodities Markets go on a tail spin..
Central Banks start getting their act together in a coordinated effort to revive the credit market..
Circa May 2009
Quantitative Easing led by the Fed  and followed by other Central Banks have brought down the interest rates to near zero..
All major [...]