Author: Ritesh Jain

FED is hiking rates at  a bad time

FED is hiking rates at a bad time

Three things matter for economy to sustain …….liquidity, low interest rates and credit growth. There is almost a 100% probability that FED will hike the rates this week. Liquidity is still abundant as ” A Goldman Sachs index of fin­ancial […]

China Debt Deflation and Waste

China Debt Deflation and Waste

Dr Jim Rickards Explains the current China problem of Too much Debt leading to Deflation arising out of too much waste i.e Unproductive investment Waste is a blunt word referring to non-productive investment. The investment component of China’s GDP is […]

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Rethinking Transportation

A fantastic presentation  on “The Disruption of Transportation and the Collapse of the Internal-Combustion Vehicle and Oil Industries” by Tony Seba Executive Summary We are on the cusp of one of the fastest, deepest, most consequential disruptions of transportation in […]