This guys is more like a precious metal bull forever, but the other parts in the story that i find interesting are the convulsions in the market. Market are becoming extremely choppy whether equity, debt, commodities...way too much movement. Was also hearing Nouriel Roubini on WSJ (Dr. Doom) he is holding portfolio of his clients in 100% cash. Also lots of people have been talking about Kenneth Rogoff's article on contraction, I think I had fwd the same to you guys sometime back. Its attached again for reference. http://www.project-syndicate.org/commentary/rogoff83/English
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2011
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August
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- On Grantham, Weathering the Storm
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- PLEDGED SHARES report by Morgan Stanley dt30 june-...
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- NSE to launch Dow, S&P futures.
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- And Now Here Comes The Recession Of 2011...
- BCG— Being a Five Star in Productivity- on Indian ...
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- SEBI likely to raise PMS entry level to Rs 25 lakh
- Japanese PM Naoto Kan Is Out August 30
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- Report on Private Equity-The-Fourth-Wheel-a-Grant-...
- Dark Pools in Asia Pacific — Watch This Space
- Chinese Think Tank Implies America May Be Falsifyi...
- Asian Bonds Online Newsletter (22 August 2011)
- Two more explosive CAG reports ready.
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- A New Dawn For Investing In The Indian Stock Market.
- Probability of a Corporate Profits Recession | Citi
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- Nomura: - Banks, Real Estate, Infra To Get Smashed.
- INSTITUTIONAL OWNERSHIP TRENDS.
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- State Bank of India (SBIN) -Upgrade from UW to OW ...
- Interesting Note - Gold Bull... [1 Attachment]
- AsianBondsOnline Newsletter (15 August 2011)
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- Value Guide. [1 Attachment]
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- Piramal may earn 36% on Voda stake in 2 years
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- Financial Turmoil Evokes Comparison to 2008 Crisis...
- The slowdown in global growth is not surprising | ...
- Asia: the slowdown is confirmed | Natixis
- Consequences of High-Low inflation | Natixis
- India: More Value than Worry | Citi
- Unitech Limited-The Titanic Sinks, Heads to Rs 15
- LIC holdings.
- Brokers to be Fined for Not Collecting Margin Money
- Sticking plaster policymaking | Citi
- The Risks to AAA Sovereign Ratings | Citi
- The ABC of the US Triple-A Downgrade and of Others...
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- WSJ MARKETS ALERT: ECB Will 'Actively Implement' B...
- S&P Downgrade. - Full report.
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- Official Report of Lok Ayukta on Illegal Mining !
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- HDFC Securities Daily Research [4 Attachments]
- Asian Bonds Online Newsletter (1 August 2011)
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