Business Standard seems to agree with me on my previous post . Today morning's cover story in the paper is regarding the Crisis of Confi...

It is so interesting to see investors oscillating between optimism and pessimism within a span of a few months. A few months ago, everything...

I have been a great admirer of Seth Klarman since the time I read his book "Margin of Safety". recently, I came across a transcrip...

The legendary investor George Soroshas some radical views on the Euro and Euro zone. Angela Merkel then declared that the guarantee shou...

We tend to make decisions based on the currently, readily available information vividly displayed. Open any newspaper or flip through a bus...

Fundamentally, we are not even close to the problems that were there in 2008. Credit markets froze then. Now, nothing of the sort is happ...

I am a great admirer of Sanjoy Bhattacharya, Prtner in Fortuna Capital. I enjoy his talks and columns that he writes for Forbes. This month ...