Exxon Energy Outlook 2040 29. May 2012 Rahul global perspective (0) This is essential reading for every investor anywhere in the world. In the long run we are not all dead. The world will continue to produce and consume and energy will remain a critical input for everything.More...
Revisiting January 2007 24. May 2012 Rahul value investing (0) I wrote a newsletter in January 2007 at the height of the global easy money boom. http://atyantcapital.com/wp-content/uploads/2007/12/atyant-capital-newsletter-issue-19.pdf It seems like everything that the media is talking about today is what should have been worried about then. The time to be fearful was then. Now is the time to be greedy. More...
What Is Making Money? 21. May 2012 Rahul value investing (0) The doom and gloom in financial markets has made the world a very pessimistic place. Investors and business people are frustrated by the state of the economy, the state of politics and it seems like there is no end to the number of crises looming on the horizon. The problem with top-down macro analysis and journalistic reporting is that everything is painted with the same broad brush. The quest for trends forces one to either be positive about all things in general or negative about all things in general. There is no intermediate stage. More...