INVESTMENT PERSPECTIVE
By J Mulraj
Aug 7-13, 2022
Geopolitics or Financial insanity, what will bring about another crash?
A black swan event is an unpredictable event which results in dire consequences (like the start of WW1 with the assassination of an Archduke or...
INVESTMENT PERSPECTIVE
Nu J Mulraj
Jul 31- Aug 6, 2022
Energy’s influence over geostrategy
The visit of Nancy Pelosi to Taiwan, against vehement opposition and threats by China, has resulted in a senseless and avoidable ratcheting up of global tensions, which will get...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 24-30, 2022
Geopolitics will affect markets
Jerome Powell raised, yet again, the Fed fund rate by 0.75%. As the image above shows, he has to build a lot more muscle (higher interest rates) to have a chance...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 17-23, 2022
Structural changes long overdue, to stay in the global race
A replay of the 1966 movie, ‘The Russians are coming’ may well be titled ‘The Recessions are Coming’, though partly due to the Russians. On...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 10-16, 2022
Markets are signalling a US recession
Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J).
Egged on by a...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 3-9, 2022
Wrong ones have been made, sadly
The world is filled with a plethora of problems and policy makers have to decide on how to solve them. That is no easy task, for any action has,...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 26- Jul 2, 2022
And the hypocrisy of nations
Vladimir Putin had for long been warning the West of his apprehensions about NATO's eastward expansion, coming ever closer to his borders, thus posing an existential threat for...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 18-25, 2022
The consequences of policy decisions take a long time to manifest
As the Benjamin Franklin poem above indicates, the consequences of an act take a long time, and a series of mis-steps, to manifest themselves....
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 12-17, 2022
Fighting inflation or preventing recession?
For several years, central bankers had been printing money without regard to the future consequences of this folly, under the misguided insanity of the MMT, or modern monetary theory....
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 5-11, 2022
Far too many problems ahead of us
The world is beset by far too many problems, the short term future is cloudy.
The ongoing war between Russia and Ukraine, and the possibility of China being emboldened...
