We are in the midst of a global currency war. While the roots can actually be traced back to the time Britain abandoned the Gold...

Markets cycle. It need not necessarily be so, but it is so in a world driven by central bank manipulation of money. As per the Austrian...

Amidst all the gloom and doom associated with a market crash, let’s put emotions aside and just look at what a crash actually means. The...

In my previous article, I noted that we will explore certain commodities in greater detail. So, let’s get right to it and take a look at...

Part VII introduced commodities and their relation to equities over the business cycle, drawing on research done by the National Bureau...

The first part of this series introduced the concept of Global Macro Investing. In the subsequent five parts, we have covered the basics...

Note: Indian investors need to check for compliance with FEMA rules and RBI guidelines on investment abroad, particularly so for any...

The Euro (Note: this post is sympathetic to the political views expressed by the author of what I consider to be the best book on the...

In part 3, I explained why the dollar story is the single most important thing to watch out for in 2015. In part 4, we will take a brief...

A global macro investor needs to understand all asset classes: currencies, commodities, equities, bonds and real estate. In my first...

In my last article, I contrasted international investing under the British Empire to global macro investing today. In this article, I’ll...

In my previous article, I wrote about different investment methodologies. In this article, I want to focus more on one particular type of...