Author: Saurabh

Outlook for 2011

Disclaimer: I am not a professional investor, and not authorized to give advice. As you read the following, remember that … More

US Housing : the supply-side

I read a very interesting article today that points out supply-side issues in some US housing regional markets that contribute … More

A buy pitch for INSU

Underinvestment in American infrastructure is a well-known story. The area that has suffered the most under-investment is water infrastructure, as most … More

A sell pitch for RHT

Red Hat keeps hitting its all-time highs day after day, and no one on the street seems to be betting … More

William Dudley at Cornell

Today, we had the privilege of listening to William Dudley, president of the New York Fed. Almost everyone had QE-2 … More

Book Summary: Saving the Sun

Book: Saving the sun Author: Gillian Tett I started reading this book to understand the reasons behind Japan’s “lost decade”, … More

QE – Part 2?

Treasury Yields fell from 2.74% to 2.67% yesterday, primarily due to comments from Jan Hatzius, chief economist of Goldman Sachs. … More