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Mukul’s Writings – (Aug 2009-March 2010)

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Mukul’s Writings – (Dec 2008-July 2009)

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Why is E&R seeing no recession?

Should an Index be designed with an intrinsic capability to anticipate and be a true bellwether? This question can evoke a lot of debate because the whole thesis of modern finance is built around the inability of forecasters to forecast. So, if forecasters can’t forecast, we are left with S&P 500, a concentrated benchmark, where…
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What If?

The last ‘What If?’ 2020 reluctant forecast thought through some scenarios in the future. “We are $277 trillion in global debt, near 0% in interest rate, behind a 10-year bull market, and peak madness prepared. We are in a historic time and as they say, fortune prefers the prepared mind.” What If? November 29, 2020…