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What was that again?
India will have the world’s largest economy in the year 2109–Scott B Summer, the Bentley college economist wrote in his blog
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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)
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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
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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