What was that again?

India will have the world’s largest economy in the year 2109Scott B Summer, the Bentley college economist wrote in his blog


Linkfest:May 07, 2012

Some stuff I am reading today morning:

Angry Greeks reject bailout risk Eurozone exit (Reuters)

In Ajit Jain, people see next Buffett (WSJ)

Never mind Europe.Worry about India (Nytimes)

Sea of troubles in KG basin (ET)

RBI Watch:RBI to ease currency flows (RBI)

Bar Stool wisdom from Sao Paulo (DailyReckoning)

Bollywood gossip of the week (RajeevMasand)



Natural Gas:The opposite view

I had blogged earlier about how some fund managers think that natural gas is a good bet. Nikhil Shah reverted with this Stratfor video which makes the opposite case and is a must watch


What was that again?

Three basic principles for macro investing:God is dead, life is absurd and there are no rules. In other words, you are on your own and you must take ownership of your own destiny.-Hugh Hendry in his letter to investors


Weekend Reads:May 05, 2012

Hugh Hendry’s latest letter to investors (FTAlphaville)

Why there will never be another Warren Buffett (Forbes)

The inscrutable politics of Subramaniam Swamy (Caravan)

How Subramaniam Swamy stopped Sonia Gandhi from becoming PM (Moneylife)

Was the Maldives coup Made in India? (Open)

Amitabh Bachchan as the Fall Guy (NewsLaundry)

Cognizant:Francisco D’Souza and his two mentors (Forbes)

Eating beef in India’s colleges (Outlook)

Steady as Islamabad goes (ForeignAffairs)

Young Barack Obama in love (VanityFair)