There They Go Again…Again – Howard Marks Memo

Some of the memos I’m happiest about having written came at times when bullish trends went too far, risk aversion disappeared and bubbles inflated. The first and best example is probably “bubble.com,” which raised questions about Internet and e-commerce stocks on the first business day of 2000. As I tell it, after ten years without…

The Greatest Ever?

The Federer Express chugs on, merrily eclipsing all the records in his way and at the same time winning over friends and opponents with his ruthless display on the court. Roger Federer finally broke the 14 Grand Slams record of Pete Sampras by winning the Wimbledon this weekend beating Andy Roddick of the US in…

WTF – Fake Iron Man & Internet hoaxes

Our fake ‘Iron Man’ and the eternal Prime Minister in waiting, LK Advani has fallen for a simple internet hoax.  Ya, the same kind of hoax mails that propagate that 30% of all Indians populate NASA, that 25% of all Microsoft employees are Indians etc.. Read Manish’s post as he busts the hoax that is…

Singapore pics

Full2 bijee at work.  Blogging is almost non-existent these days.  Though, am trying  to read as many blogs as possible.   Meanwhile, some random pictures of Singapore taken over the past month. Singapore’s skyline (business district in the background) Fullerton hotel Changi Airport – Terminal3 Changi Airport – Terminal3 Skytrain @ Changi Airport – Terminal3 Beach…

Marc Faber’s prediction comes true

In February, Marc Faber in an interview with CNBC-TV18 predicted that the Indian market (BSE) was on a bubble and that it would fall to 14000 – 12000 (the market was around 18000 then).  What a fall it has been since.  We have already touched 8000, though the markets have slowly inched upto 9500, we…

Now reading – The Kaoboys of R&AW

A fascinating read about the evolution and journey of the ultra secretive Indian spy agency, Research and Analysis Wing (RAW) by a former intelligence officer of the organisation, B Raman.  The book tracks the birth  and the baby steps of the spy organisation under its founder father, Rameshwar Nath Kao.  So famous was the former…

Marc Faber’s comment on the US economy

The federal government is sending each of us a $600 rebate. If we spend that money at Wal-Mart, the money goes to China. If we spend it on gasoline it goes to the Arabs. If we buy a computer it will go to India. If we purchase fruit and vegetables it will go to Mexico,…

Blog anniversary & Weekend movies

In the whole mess, i forgot something.  On 24th June 2008, i completed 4 years of blogging.  In this period, I moved from Fullhyderabad to Rediffblogs to WordPress.  Never thought i would survive so long.  So ya, iam amazed at my perseverance (if at all this does count).  I have no intentions of stopping even…

Weekend movies

Have been watching a lot of movies these past few days.  Went to the library on Friday and picked up 4 more movies and watched them over the weekend.  Still got a few more to go.  A friend lent me his collection of the Godfather movie series (Part 1, 2 and 3).  Haven’t found time…

New Hyderabad Airport pix

Some pictures of the new Hyderabad airport from the airport’s website. One of the world’s largest cargo planes, the Antonov at the new Hyderabad airport Hard Rock Cafe Plaza Premium Lounge Coffee Bean IIFA Bar Indian Paradise Food Court International Arrival Baggage Carousel Duty Free Shopping Duty Free Shopping The first commercial flight “Lufthansa” at…

Sehwag’s bludgeoning

For all those who missed out on the Sehwag innings yesterday courtesy the “as usual” blunder by NEO Sports, here is a clip, some kind soul posted on youtube. I think the innings was utter contempt to the opposition’s bowling and reputation. At one point Sehwag was so pissed off by the negative line pursued…