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
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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
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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)
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What was that again?
“Escalating social and political risks, slowing growth and rising inflation mean that we are already in a macro environment that would hurt both stock and bond returns. Stocks first and bonds next. Dance near the door, if you still want to party.”-V Anantha Nageswaran , Senior Economist at Asianomics wrote in Mint