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Ignore rates, focus on liquidity
There is a reason Fed officials and MSM want you to focus on rates - it works to their advantage. The Fed gets to say it is doing its job...
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Apr 13, 20243 min read


My Futures Portfolio ahead of CPI
Note the decline in Bollinger Band Width on the Nasdaq Typically, low volatility leads to high volatility. This indicates a move is...
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Apr 9, 20242 min read


Dot com bubble - Is history about to repeat itself?
The dot com bubble peaked on March 10, 2000. Is history about to repeat itself? The up tick rule rarely gets triggered even on big red...
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Mar 9, 20243 min read


Kashyap's Macro Outlook - December 2023
Uncover the hidden truths behind the market narrative in Kashyap's Macro Outlook. Dive into the impact of rate cuts, stealth QE & lots more
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Dec 4, 20239 min read


Kashyap's Rosy September Market Outlook
Explore my expert insights and predictions for September's 2023 market outlook in this insightful blog post.
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Sep 12, 20234 min read


Kashyap’s Mid-March 2023 Market Outlook
Pause, cut, or hike? 25 bps hike incoming.
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Mar 15, 20234 min read


Kashyap’s Mid-February 2023 Market Outlook
Divergence between stocks and bonds. Rocket scientists vs degen gamblers. Who will be right?
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Feb 16, 20235 min read


Extreme Bullish Sentiment Alert: Natural Gas
Price of LNG goes stratospheric. Will LNG shipping rates follow? Carlsberg May Halt Beer Output in Poland as Energy Woes Spread From...
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Aug 26, 20224 min read


The Evidence is Clear – Inflation Has Peaked
Marion King Hubbert, a geologist who worked for Shell, posited in a 1956 paper that US oil extraction would peak between 1965 and 1971....
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Aug 24, 20228 min read


Emotional Aspects of Trading: Dealing with Drawdowns
In India, there's an ancient tale of a king who became a sage in order to assuage his ego. King Vishwamitra coveted a cow belonging to...
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Aug 18, 20223 min read
Thoughts on Mutual Funds
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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Aug 3, 20223 min read
Still bullish the containership sector
Originally published in the Against All Odds Research April 2022 Issue. I've been talking about the different segments of shipping for a...
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Apr 5, 20221 min read
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