Blog Detail
Fundamental Insights by Sajal
http://financialjoyride.blogspot.com/
Stock market and technology enthusiast. This technogeek quant analyzes the financial markets, economic trends, technology ideas, and tech companies. Understand. Collaborate. Profit.
Recent Posts
Meredith Whitney CNBC interview.
Sorry for the extended hiatus. Always tough catching up after a long Labor Day vacation. Came across this excellent Meredith Whitney interview on CNBC. If she’s right on real estate, 2010 could be a tough year for the markets. Listen to t...
Friday edition: Role of inflation and interest rates in market valuation.
I’ve been thinking of doing or highlighting a thoughtful piece every Friday. So here’s a start! Vitaliy Katsenelson recently came out with a postscript to his excellent book, Active Value Investing in Range-Bound / Sideways Markets. I’ve...
Giant squids, black swans, and the financial sector.
One of the most popular passages from the book Black Swan by Nassim Taleb has a chart illustrating the growth of a turkey. (I presume it’s popular because Taleb often talks about this). However, the image of a turkey has been much abused in relatio...
Bob Janjuah : Exit short positions if market crosses 1022 4 days in a row.
Note: Market here refers to S&P 500. Came across this David Tice interview, courtesy Pragcap. While the interview was standard David Tice fare, there was this quote from Bob Janjuah which caught my ears. (I’ve referred to his crash warnings ...
Reading links 8/24/2009: The market direction edition.
It’s been a while since I posted on market predictions from the financial gurus. This might be a critical time, with a few commentators warning that markets could be topping out in August. Well, this linkfest specifically ...
Emerging markets: “new era” bubble talk is back.
In the final phases of a bubble’s blowoff, the talk of new paradigms and global tectonic shifts comes into vogue. One hallmark of the emerging markets mania back in 2007 was the bubble talk that went with it(See my post here). China and India seeme...
