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Vivek Kaul's Diary

Mohammed "Munna" Aziz and the Summer of 1989Nov 28, 2018

Vivek reminisces a nearly three decade-old summer, spent listening to a Hindi film song.

I'm Looking for Companies Not Influenced by Farm Loan Waivers and Minimum Support PricesNov 16, 2018

Are there any good companies in the agrochemical space worth looking at?

Should You Abandon Your Investment Strategy in This Falling Market?Nov 2, 2018

It is in these volatile times, when investors' mettle is tested the most...

RBI-FinMin Bhai Bhai is Always a Bad IdeaOct 24, 2018

It is important that the RBI does not get too cozy with the ministry of finance, as is being suggested in some quarters.

Are There Any Public Sector Companies Out There That Reward Shareholders?Sep 21, 2018

The one factor that can make PSU stocks a compelling story...

Post Lehman, Foreigners Have Made More Money Out of Indian Stocks Than IndiansSep 18, 2018

The Indian institutions bought the maximum amount of stocks in 2017-2018, once the stock market had already rallied quite a bit.

There was a loud crack. The crowd gasped...Sep 11, 2018

In today's issue, Bill talks about how the feds raised prices of financial assets which will make the asset holders more rich.

America's Finances Seem FishySep 5, 2018

What does the US do when it borrows too much? What is the source of rising corporate earnings? And are there any consequences of the same? Bill answers these questions in today's issue...

How Trump Breaks up Big TechSep 4, 2018

Dan Denning, Bill's co-author on The Bill Bonner Letter, shares his insights on the showdown between the Fed and America's biggest corporations. He discusses about the recent accusation on Google by President Trump.

How Trump Turns on The FedAug 30, 2018

In reality TV - and performance art of the wraslin' genre - you add dramatic tension by creating simplified, cartoon personalities and then allowing them to get into snits with one another.

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