Happy Diwali & Happy New Year to All

  This week the Indian Subcontinent & the global Indian Diaspora celebrated Diwali (Deepavali) and welcomed in the New Year.    The Sanskrut word Deepavali means a “Vali” (row) of “Deep” (light or lamps). This name was shortened to more colloquial Diwali over the past several centuries. So light is both a physical and spiritual embodiment […]

Continue reading →

Knowledge@Wharton 2012 Prediction & India’s Victory over Financial Darkness

  Remember June 2012? India was gripped by financial crisis. The despair in India was palpable. The Indian growth story was officially over. To use S&P’s metaphor, the angel’s wings were clipped. Read the introduction to our article in Knowledge@Wharton on June 22, 2012: “Standard & Poor’s warns that India could become the first “fallen angel” among […]

Continue reading →

ISIS, New York Times & their Converted Warriors – Forces of Spiritual & Intellectual darkness

  We have all seen the pictures. Men of ISIS who behead American journalists while speaking in British and American accents. These are British & American converts who moved to Syria-Iraq to fight for ISIS. We don’t know what drives them to so intensely hate the culture & civilization they were born in. Was it their inability to succeed in their native […]

Continue reading →

Interesting TACs of the Week (October 20 – October 24, 2014)

  Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips […]

Continue reading →

Why does CNBC exhibit such contempt of Prime Minister Modi?

  The visit of Prime Minister Modi to America was spectacularly successful. His welcome by the Obama Administration and the American Foreign policy establishment was genuinely gracious & festive. We cannot recall another visit that created so much excitement and that was so well received by the Indian-American community. But there was a discordant note among the […]

Continue reading →

Interesting TACs of the Week (October 11 – October 17, 2014)

  Summary – A top-down review of interesting calls and comments made last week about the flash crash in Treasuries, monetary policy, economics, stocks, bonds & commodities. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting […]

Continue reading →

A Contagion is Sweeping the World & It is neither Ebola nor ISIS

  Something momentous happened this week. The U.S. Federal Reserve changed its optimistic tone and expressed concern about the slowdown in Europe & the explosive rise in the U.S. Dollar. Big deal, most would say. After all, every central bank talks about its currency & discusses global conditions, right? Wrong. The U.S. Federal Reserve (Fed) has […]

Continue reading →

Interesting TACs of the Week (October 4 -October 10, 2014)

  Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with […]

Continue reading →

Gandhi-Mandela-Narendra Modi & Ambedkar-Martin Luther King

  Two major events took place this past week. The birth anniversary of Mahatma Gandhi on October 2 and an outpouring of affection & admiration in New York for Prime Minister Modi, today’s leader from Gandhi’s home state of Gujarat.  Mahatma Gandhi was simply the Greatest Good human of the 20th century, bar none. If there was a […]

Continue reading →

Interesting TACs of the Week (September 27 – October 3, 2014)

  Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with […]

Continue reading →