INVESTMENT PERSPECTIVE
By J Mulraj
Jan 30 - Feb 3, 2023
Until the Adani Stocks Tanked!
The Union Budget presented last week was, as budgets should be, devoid of surprises. Budgets are the announcements of the fiscal paths taken by Governments, based on...
INVESTMENT PERSPECTIVE
By J Mulraj
Jan 23-29, 2023
The US Debt Ceiling and the Growing Threat of De-dollarisation
Last week US Treasury Secretary, Janet Yellen, bumped her head against the Congressionally approved debt ceiling. Congress would need to raise it, for USA to...
INVESTMENT PERSPECTIVE
By J Mulraj
Jan 15-22, 2023
Yak-yak is better than ack-ack!
The illustration above (created using a software called DALL -E) indicates the perils of ignoring inter-dependency; if they let go, both would fall in the abyss.
The world is so inter-twined...
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...
