hownow

Invest in BIC, Not BRIC

India weakest link?

India is the strongest link and the ONLY vowel !

indiaplay.blogspot.com

No BRIC, no BIC without "I" ndia

India's Budget Stimulates Votes amid Negative Growth

One word for Indian businesses and Indian govt. ..they're all SPENT.

Kass' Short Bet on Berkshire Falls Short of Reason

Excellent..

..but why stop at XLF ??

..may as well compare BRK with LEH and ask why Kass did not see the obvious short that LEH was..

..um.. how's *your* fund doing ??

Emerging Markets: Beware of the 'Head-in-the-Sand' Strategy

Similar "smartMoney" sand in Mumbai :) :)

indiaplay.blogspot.com...

Sensing a Market Turning Point

Another bottom caller.. well the tide's going out and your trusting flock will be looking for you soon Jeff..

quote:"the last two occasions that the S&P 500 exceeded the gap of 25% below its 200-DMA was in October 1974 and October 1987,
Their subsequent advance was more than 50%!"

.. yup this looks like will repeat .. going all in now.

Panic in CDS Market to Cause Next Collapse in Equities

Gtarras:
waits for mean reversion, built some of these "models" and quotes Merton..

This is too rich..are you being funny ?? ;)

And of course your "models" took into account Citi's $300 B bailouts when you calculated the SD.

p.s. are you employed now ?

Mumbai Terrorism Clouds Templeton's 'Buy India' Call

Finally somebody gets India at SA.

The rest been just periodically issuing bottom buy calls last 6 months.

And Mobius looks like he's going to do a Buffett (on GS/GE) on India.

Indian Equities: Still Not Time To Buy

AND you would do well to keep an eye on Ludus (though MIA lately)

indiaplay.blogspot.com/

Jim Rogers Still Bullish on Commodities, Bearish on the Fed

Time of riding around and holding forth wearing bow ties looking like over.

Jimmy better get his act together and save some coin.. could be a long time getting back his china/commodity investments.

Trend Following CTAs: No Panacea

OK this is the deepest insight into trend following I've seen in a long,long time.

"Trend following models identify and capitalize on long-dated economic trends, which are persistent."

"an investor can replicate those effects in a relatively simple fashion"

Sounds easy... just identify and capitalize !!

Hui, what exactly is your day job ?

Highs vs. Lows: Market Continues to Show Strength

Did you check how this count held up historically..

..I would guess this would occur right about near the top of bear mkt rally. :)

Is Lending Returning to Normal?

Nice cap !!

Short India Is a Perfect Emerging Market Trade

2 points for the optimists:

1. ALL the retail investors are still holding their stocks since index 21,000 and will hold until 6,000.

2. Anyone tried selling property in India lately ?

Read indiaplay.blogspot.com for reality check haha :)

Will We Know When We've Made a Low?

99.99 % will lose money trying to buy the bottom, 01% will get it right.

..but there are fools born every new low. ;)

Long Ideas in Indian Markets

You picked a winner in GMR.

Did 49 FII really invest at Rs.250 :-)

indiaplay.blogspot.com...