Monday, January 30, 2023
INVESTMENT PERSPECTIVE By J Mulraj Jan 8-14, 2023 Yes, if the myopic polity gets off its high horse! The latest of several exciting technological innovations is ChatGPT. A chatbot, launched by OpenAI in November 2022, it performs as a code editor, an idea...
INVESTMENT PERSPECTIVE By J Mulraj Jan 1-7, 2023 Conflicts, Distrust, De-globalisation, Inflation, far too many canaries The Ukrainian Canaries: What a tragedy of errors the collective West has made, by not giving heed to Russian concerns over NATO expansion, but, instead, engaging in...
INVESTMENT PERSPECTIVE By J Mulraj Dec 25, 2022 - Jan 1, 2023 The role of financial and technological innovations in their rise and demise In November 2022 crypto exchange FTX, once valued at $ 32 b., collapsed, along with its sister concern, Alameda...

INVESTMENT PERSPECTIVE By J Mulraj Dec 18-24, 2022 A Credit Event Will Trigger A Crisis The ancient Egyptians were wiser than today’s Central Bankers. They built pyramids with broader bases and narrower tops. This is, of course, a stable structure. Today’s Central Bankers...
INVESTMENT PERSPECTIVE By J Mulraj Dec 11-17, 2022 Too many factors make it difficult There are too many factors working towards pushing the world into a recession. Some countries may already be in one. The creation of excess money supply to help during...
INVESTMENT PERSPECTIVE By J Mulraj Dec 4-10, 2022 Curiouser and Curiouser, unbelievably stupid decisions by world leaders Just as Alice exclaimed, some decisions made by the collective west are getting curiouser and curiouser. At the October/November 2021 Glasgow COP world leaders made pledges...
INVESTMENT PERSPECTIVE By J Mulraj Nov 27- Dec 3, 2022 De-globalisation and de-dollarisation are worrying trends A dip into history is necessary to understand the context. America had, post the two world wars, taken over the mantle of global leadership from a war ravaged...

INVESTMENT PERSPECTIVE By J Mulraj Nov 20 - 26, 2022   Economic losses from wars, corporate frauds, and bad lending Countries create the systems, and the infrastructure for citizens to earn a living, cumulatively termed GDP, or gross domestic product. Alas, this cauldron, containing...

INVESTMENT PERSPECTIVE By J Mulraj Nov 13-19, 2022 The coming recession The announcement, last week, of lower CPI inflation in USA cheered the market, on hopes that the Federal Reserve would lift its foot off the pedal, and raise interest by less than...
INVESTMENT PERSPECTIVE By J Mulraj Oct 30 - Nov 5, 2022 Biden’s alliances are breaking One of the advantages that Joe Biden professed having over Trump, in the run up to the last elections, was his ability to create, and maintain, global alliances....