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Nikhil Nichani

 
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  • Will QEII Work on Unemployment? A Scientific Answer [View article]
    Alpha is a statistical metric computed using regression analysis, the same analysis I conducted above.. If you are on seeking alpha I am assuming you are truly seeking "alpha" ( otherwise you are just wasting your time doing research if you were not trying to gain alpha ) and therefor your claim is extremely hypocritical
    Nov 18 02:02 PM | Likes Like |Link to Comment
  • Fears Over Irish Debt Shouldn't Last Long [View article]
    If you believe irelands claim that it is fully funded until mid 2011 then I'm sure you also believed their claims in 2008-2009 that their banks won't need any additional money.
    Nov 15 09:48 AM | 2 Likes Like |Link to Comment
  • Uncertainty in Europe Could Halt Dollar's Decline [View article]
    Agreed. Part of the Euro Zone is in good condition, especially Germany. My trade is extremely short term in which the Euro will probably ignore the strength of other countries and decline as it did when Greece was the center of attention. The decline won't last long term because of the artificial devaluation of the dollar will push the Euro higher, but if more money is needed in Ireland or anything else to send Ireland down Greece's path will see a significant portion knocked off the Euro in the near term
    Nov 10 09:29 AM | Likes Like |Link to Comment
  • iPad needs Mouse to Replace Laptops / Netbooks [View article]
    Agreed. For gods sake I cant even upload anything from an iPad or download anything on to it. iPad is a fad that will pass away. iPhone does a great job at replacing other smart phones..iPad does a horrible job at replacing laptop/netbooks
    Nov 9 02:10 PM | 4 Likes Like |Link to Comment
  • 10 Reasons Why India's Stock Market Is a Bubble [View article]
    "Delhi Metro, the only subway in India

    Have you ever even been to India? Clearly not. Delhi, and Kolkata( even though its pretty old) both have metro systems. And new metros will be up in Mumbai, Bangalore, Chennai very soon...Mumbais metro will replace the current local train system that the country has..and the sealink bridge is one of the biggest piece of infrastructure to hit india yet, and it isnt even complete..it cuts commute time from one end of mumbai to another by 1-2 hours. Infrastructure in India is growing faster than you think
    Nov 3 03:33 PM | Likes Like |Link to Comment
  • 10 Reasons Why India's Stock Market Is a Bubble [View article]
    Dehli metro is falling down? The sealink bridge is falling down? Ok man
    Nov 3 11:35 AM | Likes Like |Link to Comment
  • 10 Reasons Why India's Stock Market Is a Bubble [View article]
    A rising Dollar will not necessarily rise against the rupee. If interest rates are risen in order to slow down the economy and slow inflation then do not expect a weaker rupee against the dollar
    Nov 1 02:08 PM | Likes Like |Link to Comment
  • 10 Reasons Why India's Stock Market Is a Bubble [View article]
    While the savings rate in India is one of the highest in the world, domestic investors’ investment in the equity market is very low. The majority of the savings lie in banks earning lower returns adjusted for inflation. This shows the lack of conviction in the markets among the majority of the local population.

    The corporate debt market is not non existent

    Most Indian corporate bonds and fixed income sources have a higher real return than the US..just saying And rather than lack of conviction it's more lack understanding and accessibility is then case in India.
    Nov 1 09:02 AM | 2 Likes Like |Link to Comment
  • It Finally Makes Sense to Short the Long Bond via TBT [View article]
    Right and their ultimate goal is to raise consumption and investment...but like you said, nominal interest rates being low cannot be sustained because inflation expectations will not keep bond yields low for long enough, and in th end this strategy will be counterproductive as higher yields will lead to even fewer capital investments. And lets just assume Bens assumptions are realized and long term bonds do head much lower...that lowers savings, raises investments, lowers net capital outflows, trade deficit goes up, current account balance down..wouldn't that be contradicting what geithner has been preaching at the g20 meeting.
    Oct 29 03:24 PM | 1 Like Like |Link to Comment
  • It Finally Makes Sense to Short the Long Bond via TBT [View article]
    I don't understand the Feds logic. Someone help me please. If their goal is to lower interest rates, what would raising the money supply do? Higher money supply = higher expected inflation = higher nominal interest rates =/= more investments...what is the fed trying to achieve..or am I missing something here?
    Oct 28 10:15 PM | 2 Likes Like |Link to Comment
  • Is Citigroup a Buying Opportunity? [View article]
    I am long on citi which I picked up in the 3.60s in august because the price was way too cheap but I don't see it gaining significant ground unless there is a reverse split or a share buy back because the stock is seriously diluted. I don't think either of those are likely in the near future
    Oct 25 04:12 PM | 1 Like Like |Link to Comment
  • Tim Geithner's Poor Imitation of John Maynard Keynes [View article]
    I'm pretty sure Keynes refers ot net capital outflows, where as when there is a trade deficit(goods and services being imported more than exported) net capital outflows is also negative meaning more capital is being exported than imported.
    Oct 23 07:09 PM | Likes Like |Link to Comment
  • Tim Geithner's Poor Imitation of John Maynard Keynes [View article]
    This will never go through. No country will ever agree or be able to limit their economies that much. It will cause discomfort in the market and destroy consumer confidence. I can't even believe Timmy even suggested it. Keynes idea was more plausible but again would've required too much control and manipulation that the majority will not agree to.
    Oct 22 06:37 PM | 5 Likes Like |Link to Comment
  • Germany Defies Keynesian Stimulus and Recovers [View article]
    "She suggested that the prevailing economic theory on stimulus—that increased deficit spending promotes growth— doesn’t apply in Germany."

    Nor does it apply here. When you fall in a hole that you dug your self in, you dont get out by digging deeper and coming out the other end of the world but you rather stop digging and climb out and that is exsctly what germany has done
    Oct 22 02:36 AM | 1 Like Like |Link to Comment
  • Looking at Micron From the Reverse Value Angle [View article]
    Micron is a great buy at these prices. I am also long micron as it is fairly cheap
    Oct 22 01:33 AM | Likes Like |Link to Comment
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