Notes from Vijay Gaba's Diary

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Showing posts with label bitcoin. Show all posts
Showing posts with label bitcoin. Show all posts
Wednesday, April 30, 2025

Straitjacketing a crisis-2

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Continuing from yesterday…( see here ) As I mentioned that the old narratives of the Smoot-Hawley Tariff Act (Tariff protection for domestic...
Wednesday, April 2, 2025

FY25 – All’s well that ends well

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Financial Year 2024-25 (FY25), may be recorded in the annals of history as a watershed year for global politics, geopolitics, markets and th...
Wednesday, December 18, 2024

Alternatives continue to remain attractive

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Traditionally, the asset allocators have considered the potential return of the various alternatives (to equity and fixed income) to determi...
Wednesday, April 24, 2024

Fears of grandpa coming true

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In the past couple of weeks, I have heard more market participants talking about alternative assets like precious metals, cryptocurrencies, ...
Tuesday, April 9, 2024

A man and an elephant

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For many weeks, global markets have been behaving in a very desynchronized manner. Non-congruence is conspicuous even in the behavior of the...
Tuesday, April 2, 2024

FY24 – Resilient growth and positive sentiments

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FY23 was mostly a year of normalization. After two years of disruptions, uncertainty, and volatility, both the markets and the economy regai...
Thursday, March 7, 2024

Is your glass half empty too?

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We are currently in a market phase where most asset prices are rising. Equity indices (Nifty over 22200) are close to an all-time high. Gold...