Monday, September 12, 2011

S&P

http://www.cnbc.com/id/44487678

Thursday, July 21, 2011

Debt Ceiling 101

http://www.businessinsider.com/10-things-you-need-to-know-about-the-debt-ceiling-2011#what-is-the-federal-debt-1

5 Great Slides From Goldman On What's At Stake In The Debt Ceiling Fight

Small yet Detailed

Friday, April 16, 2010

What in the Heck is CDS

is a hedging instrument. It's a Credit Derivative Contract, not traded in the exchange, done between two parties. Protection Buyer Protection Seller and Reference Entity [a Bond Obligation, of a corporation or government]

The protection buyer makes quarterly premium payments -- the “spread” -- to the protection seller. If the reference entity defaults, the protection seller pays the buyer the par value of the bond in exchange for physical delivery of the bond, although settlement may also be by cash or auction.[1][2] A default is referred to as a 'Credit Event' and include such events as failure to pay, restructuring and bankruptcy.[2] Most CDS’s are in the $10 million–$20 million range with maturities between one and 10 years.

Saturday, April 10, 2010

Entrepreneurs don't take risks! They do everything to minimize them!

Mantra is not high risk, high return. Mantra is low risk, high uncertainty, high return:) And more here - The total amount of capital that ever went into the Microsoft was less that 50000 bucks!

Sunday, March 28, 2010

Buy n Hold is Dead!

Because “it’s an easy way to lose, not make, money.” And a few more great points here:


a) Monitor them constantly, looking for any change that affects the reasons why you bought them in the first place

b) Buy them in wide scales

c) Take profits even on your winners. Bulls make money, bears make money, hogs get slaughtered

d) No stock should comprise more than 20% of your portfolio at any time

e) The best way to sell a stock? – in increments

f) Invest in IRAs. Seek out high-yielding dividend-paying stocks that offer as much safety as possible. Cramer specifically mentioned master limited partnerships (also known as energy trusts), oil tanker stocks and real estate investment trusts.

Saturday, February 20, 2010

Who owns America!

CNBC has compiled a very noteworthy report on who are the biggest investors in US treasuries and bonds. The debt currently Hovers around $11.09 trillions in total, about $33000 per family! Whoops! Thats too much to owe!

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Wednesday, February 17, 2010

Way to go Bill!

Here's where we can track what Bill Gates has been upto! :) N looks like he's been upto very impressive things!

Wednesday, December 02, 2009

Fed! And Its Independence

I would say a great analysis
We have a long way to go. Further, I would be the first to argue that the Fed made many mistakes on the road to the financial crisis of 2007-2009. They failed at consumer protection, at regulating derivatives, at risk supervision ... we could go on and on. But there are reasons for those failures, systemic reasons, in which a lot of interest groups, individuals and corporate entities had a hand. It seems unfair to load all the criticism onto the one institution that has kept us afloat.

Friday, November 20, 2009

Don't Sell America Short Yet! :)

A very good read :) Explains what experience delivers to you - ability to read the great words from a whole bunch of good words "If you have a good farm, with good crops and good soil and you know you're going to have five droughts in the next fifty years, you don't let it affect you that much."

Tuesday, November 17, 2009

Interesting article on China's currency, Gold's rise n US Debt

The U.S. needs at least 5% growth in GDP to support its huge and increasing debt load. Raising U.S. rates to defend the dollar is political nonstarter.

Thursday, September 10, 2009

What makes Indian companies excel abroad?

Experts explained that it is the knowledge component and the managerial competence, which gives an edge to Indian companies to be competitive. Human resources are an obvious factor as the success of our IT companies has shown.

Apart from such fundamentals, going abroad requires a different set of attributes and skills: Entrepreneurship, legal acumen, financial deal making ability: we seem to be learning all these. Well written article :)

Friday, July 31, 2009

Recession By the numbers!

Key numbers :) and a good graph

David Oglivy on running the businesses! :)

Remember that Abraham Lincoln spoke of life, liberty and the pursuit of happiness. He left out the pursuit of profit. :) Tough to digest that this is advocated by someone who has been tasked with help raising the bottom line all his life! :)

http://postcards.blogs.fortune.cnn.com/2009/07/21/david-ogilvys-best-advice-for-business/

Tuesday, May 12, 2009

SAP & IBM - How good of a fit they are!

"For every dollar of revenue that SAP books, there's five dollars of services, hardware and other software associated with that SAP system," Mills told me. "You really have to be careful about competing with your ecosystem. Because the modest amount of revenue and profit you might be able to get from an acquisition is likely to be dwarfed by the amount that you lose as you give up those ecosystem relationships." - Good analysis

Personal Finacial Stress Test!

A good tool @ CNN Money to check your financial health

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Monday, May 04, 2009

US Economic Recovery Index

A Good matrix to look at!

Thursday, April 23, 2009

Branding!

A Gem of a deck! Thanks Rehan Yar! I am already a fan of yours!

Saturday, February 07, 2009

Tech Trends!

Technology trends report by MS!

Angelic Indian Investors

These guys are supposed to have the golden touch!