
Make of break week for the major indexes.

The Ukraine crisis has its long term impact in many ways unimagined!

Currencies are telling us something, are you listening?
While the “inflation” on stock prices has been cooling off, that can not truly be said yet for most of the commodities. And if the charts below are any guide, the inflation story could get far more uglier for the Fed to handle. I won’t talk much about the macro here and delve straight onto…

Some number crunching on some of the growth names. The list is too small, but I do plan to update it as and when time permits.

Business and economic cycles – one of the highly known theory yet widely ignored in the modern highly liquid times, is something on which I base my macro views on. (Graph posted below is self explanatory) Before I delve deeper into my theory and my own explanation of what my view on the market is,…