Government Bailout Plan

Lordy, the Treasury Secretary has spoken and in a nutshell “you the taxpayers are going to bailout the big boys.” … More

Uncle Sam the newest PE shop in town

The US Government over the past several months has turned into a formidable distressed investing Private Equity shop. The General … More

If you are a fan of watching financial markets as a sport then the past 4 days have been action … More

Back in October 2003 a report from Goldman Sachs highlighted the four countries of Brazil, Russia, India and China termed … More

The past week was filled with iPhone related news in the Indian press as the launch neared. The actual launch … More

Many of you have probably read “When Genius Failed: The Rise and Fall of Long Term Capital Management” (LTCM) which … More

Experts on emerging markets are far and few between. One of the big guns is Mark Mobius of Templeton. Mobius … More

The current financial meltdown may not be the best time to talk about asset allocation since most people don’t want … More

Someone emailed me yesterday and asked “why does your blog have such a negative angle on India?” Part of me … More