Part VII introduced commodities and their relation to equities over the business cycle, drawing on research done by the National Bureau...

The first part of this series introduced the concept of Global Macro Investing. In the subsequent five parts, we have covered the basics...

Note: Indian investors need to check for compliance with FEMA rules and RBI guidelines on investment abroad, particularly so for any...

The Euro (Note: this post is sympathetic to the political views expressed by the author of what I consider to be the best book on the...

In part 3, I explained why the dollar story is the single most important thing to watch out for in 2015. In part 4, we will take a brief...

A global macro investor needs to understand all asset classes: currencies, commodities, equities, bonds and real estate. In my first...

In my last article, I contrasted international investing under the British Empire to global macro investing today. In this article, I’ll...

In my previous article, I wrote about different investment methodologies. In this article, I want to focus more on one particular type of...

Introduction Investing is the act of deploying your savings to generate returns. The approaches towards investing can be classified into...

Note: This post is intended for an audience for whom it is obvious that we are fast approaching the end game of the dollar collapse. The...

Talk given at DoMS, IIT-M as a part of Finance Club on August 5, 2014 #Fed #Gold #History

My reply to an RBI notice: RBI cautions users of Virtual Currencies against risks Bitcoin has today cautioned the users, holders and...