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Month: April 2009

2 / 2

Sos: Exit all positions, buy Nifty put

The stop loss of 3400 has been breached on the Short Only Strategy. Since I only use end-of-day prices, and this was the first day the EOD price crossed 3400, ...

Review: MoneyVidya.com

Just took a deeper look at MoneyVidya, a community site for Indian stock market investors. Given I’ve just come off Moneyoga, the space still retains my ...

Analysts Getting It Wrong, And No Recovery?

John Mauldin’s latest, Is this Recovery that we see? brings up some interesting points about where we are and if this really is a recovery. A ...

Dubai: The Dark Side by Johann Hari

I learnt from Kaushik about Johann Hari’s article on Dubai: The wide, smiling face of Sheikh Mohammed – the absolute ruler of Dubai – beams down on ...

Real Estate: Debt Load Immense

From LiveMint: Real Estate cos headed for a debt trap? People familiar with the developments say DLF’s debt is around Rs15,000 crore. On an average, the ...

Inflation at 0.26%, IIP at -1.2%, PMI still underwater

WPI Inflation has come down to 0.26%, an all time low. The 10 year bond yield suddenly dropped from 6.95% yesterday to 6.69% today, something quite strange as ...

Ditching the fertilizer subsidy

After elections, how would it be to let go of the full fertilizer subsidy? If I recall right, the fert. subsidy bill was greater than 100,000 cr. – paid ...

AIG funnelled taxpayer money to the big banks

From Zero Hedge: AIG, knowing it would need to ask for much more capital from the Treasury imminently, decided to throw in the towel, and gifted major bank ...

Nifty EPS Chart: Dropping Consistently

As we start a new quarter, and a new financial year, let’s go back a little bit and look at the previous two years. The Nifty EPS, calculated from data ...

SoS: Rollover and a 3400 stop loss

I’d been to a five day trip back to good ole Bangalore and therefore couldn’t post the SoS rollover update. I’ve only rolled over all ...