Market Passion - Macros.Fundamentals.

This blog attempts to help share information about the financial markets to all investors. Primary focus of discussion would be US stocks, Emerging market stocks, Fixed Income market, Commodities & macro economic fundamentals in general.

Saturday, September 11, 2010

Fishing for value - some good picks in retail

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Since hitting their highs in March-April, the retail sector has taken a strong beating over the past several months. A significant correctio...

Friday, July 2, 2010

Volatility still rules - but do we need to necessarily be on cash?

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Ever since Q1 '10 calm was broken by the Greek crisis, markets have struggled to remain steady. VIX, VSTOXX and other volatility indices...

Sunday, May 16, 2010

Financial stocks - Trouble is not over yet!

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After a couple of weeks where every one was more focused on the VIX and the VSTOXX than any thing else, it is interesting to sit back and tr...

Saturday, April 10, 2010

High-risk (yield) debt markets - Swing back to irrational exuberance?

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Leveraged/high-yield market prices have risen up drastically over the last 6 months, prompting questions on whether the industry is again bu...

Thursday, April 1, 2010

View on April earnings calls - Financials

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Quite unlike what many (myself included) expected, markets have continued to rally over the past couple of weeks. Though not unidirectional ...

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