This is the Fourth Year of Macro Viewpoints Awards. We began these awards in 2009 to emphasize the perspective of an Individual Investor. Such investors don’t have many places to turn for serious unbiased advice. They have been hurt far too often by run of the mill fee collecting managers, salespeople and TV anchors who…
Below are this Blog’s 10 Most Popular Articles for the fourth quarter of 2012 (in terms of viewer hits). 1. Macro Viewpoints 2011 Awards for Financial Guests, Shows & Anchors – December 26, 2011 2. Attock – If you have not heard of Attock, Read this Article – August 9, 2008 3. Why Does…
This past week India and the Indian Diaspora celebrated Diwali, the Festival of Light. This is also the beginning of the New Year. Diwali or Deepavali is a joyous occasion. It is a time to get together with family and friends. We think it is also important to spend a bit of time to think…
Diwali is the Festival of Light. All of India lights up during Diwali. Every home is lit with lamps signifying the eternal and universal message of Diwali – Embrace Light, Remove Darkness. (तमसो मा ज्योतिर गमय – Lead me from Darkness to Light – invocation from Brihad-Aranyka-UpaNiSad ) Today, India is a poor country and…
Editor’s Note: In this series of articles, we include important or interesting videoclips with our comments. This is an article that expresses our personal opinions about comments made on Television and in Print. It is NOT intended to provide any investment advice of any type whatsoever. No one should base any investing decisions or conclusions…
We are disappointed. We had hoped for a Romney victory. Our case was simple. Romney understood America’s largest, most intractable problem and he was committed to solve it. We don’t believe President Obama understands or cares. The problem is America’s massive debt burden, now higher than America’s GDP. It needs to be cut before it…
Editor’s Note: In this series of articles, we include important or interesting videoclips with our comments. This is an article that expresses our personal opinions about comments made on Television and in Print. It is NOT intended to provide any investment advice of any type whatsoever. No one should base any investing decisions or conclusions…
A veteran journalist asked me this week whether the stock market was signalling an outcome in Tuesday’s election. In my view, the stock market is more focused on the future of Chairman Bernanke than the difference between President Obama and Governor Romney. After all, this rally in the market is almost entirely due to Bernanke’s…
Robert Kaplan is one of the most respected geostrategy analysts in today’s America. We confess we have learned more from him than from just about any non-financial author. In our opinion, Stratfor hit a home run by hiring him. A couple of months ago, Kaplan wrote the single best article about India. The most intelligent…
In the 3rd Presidential debate, both President Obama and Governor Romney spoke of Afghanistan in a futuristic past tense. They promised that America will leave Afghanistan in 2014. No one should be surprised. Literally every one in America is fed up with that conflict. And no one believes there is any real value in that…