Mo-Force is On Board the Deflation Wagon – Time for Mr. Bernanke to Cut Interest Rates

On August 2, 2008, we wrote an article titled “Jim Cramer on Ben Bernanke – Fair in August 2007 and Unfair in August 2008 – (http://www.cinemarasik.com/2008/08/01/jim-cramer-on-ben-bernanke—fair-in-august-2007-and-unfair-in-august-2008.aspx)In that article, we coined the term Mo-Force to describe the hordes of huge, momentum-driven, performance-oriented investors (Macro Hedge funds and Quant Funds) that have dominated global markets for the…

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India – A Strategic Security Partner to the USA in the Persian Gulf

Two weeks ago, we wrote an article about the emerging strategic partnership between the USA and India driven by mutually congruent interests.  This is what the Bush Administration set out to accomplish when it cane to power in 2000. (see our article on September 13 titled “President Bush and India – His Vision, His Accomplishments, His Legacy”…

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China & India – “Are we deceiving ourselves again?” – Forthcoming book by Arun Shourie

We began writing about the potential for conflict between China and India in June 2008. The trigger for us was  extraordinarily naive and frankly, ignorant, comments about China and India from the celebrated Jeffrey Sonnenfeld. We felt that the world, at least the investing world, was uneducated about the strategic and military competition between  China…

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Lessons from England’s Legacy – Differences Between Lincoln’s America, Nehru’s India and Mao-Zhou’s China

America, China and India, three enormous countries, were, at one time or other, controlled or dominated by England. Each of these three countries inherited a legacy from England and the lessons learned from that legacy have determined the fortunes of each country to this day. America inherited England’s strength, its iron determination and its deep…

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Why do we watch CNBC? How do we “safely” watch CNBC?

To say that the last week in the US markets was extraordinary seems so lame. But we cannot think of a simpler and more succinct word to describe it.   What a week it was! Monday brought the bankruptcy of Lehman Brothers, the fourth largest Investment Bank and the arranged marriage between Merrill Lynch, the symbol for America’s…

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