The World’s spending woes.
Stock markets love growth. When economies grow, the stock prices stay up. As much as markets love growth, the lack of growth […]
THE EURO CRISIS
The news flows flowing out of Europe continue to worry. Everyone seems to fear the worst in Europe. The crisis seems […]
ithought market wrap No.49, 28 Oct 2011
Quick edit: The skeptics rarely get the market direction right and the habitual ones mostly go wrong. The European crisis was threatening […]
ithought market wrap No. 48, 21 Oct 2011
Quick edit: Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on Euphoria. So, where are we […]
ithought market wrap No.47, 14 Sep 2011
Quick edit: The battle against inflation waged by the Government translates into a battle with interest rates for the consumer. Home loans […]
Low pay forward, High payback.
Stock prices always discount future earnings. A company’s stock trades in multiples of its future earnings per share. This multiple which is […]
Nations & Banks
Quick edit: The ratings of Nations and banks are an indicator of their financial strength. In theory, these ratings indicate their soundness […]
ithought market wrap No. 45, 30 Aug 2011
Quick edit: The valuations of most companies have cracked. In every bear market, the last phase is when the usually invincible ones […]
ithought market wrap No. 44, 23 Aug 2011
Quick edit: Hope and fear seem to alternate on the global investor’s minds. Europe is plagued by a crisis for which the […]
Playing the race to the bottom.
The Indian stock markets are clearly racing towards a bottom. The negative symptoms are quite overwhelming. Index heavy weights keep regularly hitting […]
ithought market wrap No. 43, 16 Aug 2011
Quick edit: Inflation is a wild thing. Stoking it is a nightmare for central bankers. The only tool in their hand is […]
ithougth market Wrap No. 42, 09 Aug 2011
Quick edit: We find it strange that everyone around us is using the short term Index trends to make long term investment […]