Tag: deflation

  • Another Bubble In the Making

    In recent past, we have gone through a lot of bubbles; Dot.com, Property, Housing, Free money (aka Credit) led boom, Commodities and Shipping to name a few. The interesting thing is that when something goes up, we think that there is a perpetual fuel inside the rocket that will continue to lift it forever. And…

  • Too Good To be True, But It’s true

    Fed has cut the discount rate by 50 basis points to 1.75%, ECB also cut benchmark rates by 50 basis points from 4.25% to 3.75%; and the futures are up, triple digit (as of this writing). Here is a snapshot of what happened today in the Asian markets so far- Japan’s Nikkei falls 9.4 pct…

  • Is It a Bear Market or a Bull Market?

    What kind of market we are facing these days? One day it is up, but to give-up all the gains next day. 200-300points daily move seems like a norm for Dow Industrial. It is a good market for directional players, yet it is a bad market for directional player. Delta neutral seems a good idea…