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The Daily Reckoning by Bill Bonner
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  • Will the Great Indian Real Estate Bubble Finally Burst? It's for the Modi Govt to Decide
    (Nov 9, 2016)
    Over the last few years, every time there has been a slowdown in real estate, banks have increased their lending to real estate companies. This has prevented the bubble from bursting.
  • Can We Finally Say Demonetisation is Dead?
    (Dec 7, 2016)
    One data point and one clarification from the RBI, essentially tell us that the theories that were being offered in favour of demonetisation were totally wrong.
  • Demonetisation and the Mystery of Rs 3 Lakh Crore
    (Dec 9, 2016)
    The question is how much black money was really held in the form of cash. The answer might surprise you.
  • Demonetisation: How Much of Black Money is in Cash
    (Dec 13, 2016)
    This remains the key question in deciding the success or failure of demonetisation.
  • Why Tata Fired Mistry
    (Oct 25, 2016)
    A spoof on the recent ouster of Mr Cyrus Mistry from Tata Group.
  • The Greater Fool Theory of Real Estate
    (Oct 19, 2016)
    A brief discussion on one BHK apartments going for Rs 1.8 crore in Mumbai and why it makes no sense.
  • Why Modi Just Banned Rs 500 and Rs 1,000 Notes
    (Nov 9, 2016)
    There is economic as well as political logic to the decision.
  • Demonetisation Impact: If Real Estate Prices Fall, Dual Financing Might Be Next Big Headache
    (Nov 16, 2016)
    This is a big issue which nobody seems to be talking about.
  • Did a Few People Know About Demonetisation in Advance?
    (Nov 21, 2016)
    In September 2016, an inflow of more than Ra 1.66 lakh crore happened into bank deposits.
  • A Small Thought Experiment on Made in China
    (Oct 21, 2016)
    Or why it's almost impossible to avoid buying goods manufactured in China.
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