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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.
  • 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.
  • 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.
  • Believe in Indian GDP Growth at Your Own Peril
    (Mar 1, 2017)
    Private consumer expenditure grew by 10.1% in a period when there was a huge cash shortage in the financial system.
  • 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.
  • Modi Should Close Loophole Allowing Political Parties to Launder Black Money
    (Dec 20, 2016)
    Political parties are currently not required to publicly disclose political contributions in excess of Rs 20,000.
  • Why Real Estate Prices Haven't Crashed After Notebandi
    (Feb 6, 2017)
    While sales have fallen by close to 40 per cent, prices are more or less flat.
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