MARKET PERSPECTIVE
By J Mulraj
Aug 24-30
The Time Has Come, J. Powell Said, to Talk of One Thing - Interest Cut
In Lewis Carroll’s book, Through the Looking Glass’ the Walrus told the carpenter that the time had come to talk of...
MARKET PERSPECTIVE
By J Mulraj
June 3-9, 2023
How long can this bull run last?
The bull has run uphill from a Sensex low of 25600, in Feb 2020, (after a sharp post Covid fall) to a little over 63000. That’s nearly 30%...
MARKET PERSPECTIVE
By J Mulraj
Oct 17-25, 2024
India needs to make some resets
Foreign Institutional Investors (FIIs) were net sellers of Rs 1 lac crores of Indian equity last week. Betting, correctly, that Chinese authorities would introduce financial packages to help their...
INVESTMENT PERSPECTIVE
By J Mulraj
May 22-28, 2022
Tough times ahead
In this Economist podcast Larry Summers, former US Treasury secretary says that every time inflation has been above 4% and unemployment below 4%, the US has gone into recession (see at 5:23). ...
MARKET PERSPECTIVE
By J Mulraj
Jan 16-22, 2022
Are we thinking things through, and preparing for them?
Everyone knows about coming disruptions. Three forthcoming major disruptions would be due to climate change, technological changes and food change. Policymakers have to prepare for these...
MARKET PERSPECTIVE
By J Mulraj
JULY 13-19, 2024
American politics takes a dangerous turn
At an election campaign rally in Butler, Pennsylvania, a dastardly assassination attempt was made by a shooter on presidential nominee, Donald Trump. Thankfully, Butler didn’t do it. Trump survived,...
MARKET PERSPECTIVE
By J Mulraj
MAY 24- JUNE 1, 2025
Is there a method in the madness?
Image created by Bing
USA has a debt of $ 36 trillion. Annual interest on this is over $ 1 trillion, the largest item of expenditure in...
MARKET PERSPECTIVE
By J Mulraj
July 6-12, 2024
Is the global polity brain dead?
The collective West, led by Biden, had, according to Putin, prodded Russia to invade Ukraine, by encouraging Ukraine to seek membership of NATO. If allowed, NATO missiles could be...
MARKET PERSPECTIVE
By J Mulraj
Sep 16- 22, 2023
The UAW strike will, if not resolved, impact the US economy
For the first time ever, the UAW, known as the United Auto Workers, but actually the International Union, the United Auto, Aerospace, Agricultural...
MARKET PERSPECTIVE
By J Mulraj
Nov 23-29, 2024
A leader with dementia pressing the wrong button!
The above, AI generated graphic, visualizes the crazy way in which Biden can start WW 3, which has the high risk of becoming a nuclear war. Biden...
