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The Lonely Contrarian - A Financial Blog

A finance and investment blog that looks at economics, politics, history and psychology in a bid to understand what drives investors.

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the lonely contrarian,skip to content,larr;,older posts,posted on,sharad sankaran,posted in,uncategorized,leave a comment,investing,the inflation deflation debate,laissez faire,ad infinitum,money,gold versus paper,and early 20,banking and inflation
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The Lonely Contrarian - A Financial Blog | blog.assetspod.com Reviews

https://blog.assetspod.com

A finance and investment blog that looks at economics, politics, history and psychology in a bid to understand what drives investors.

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1

November 2011 Archives - The Lonely Contrarian

http://blog.assetspod.com/2011/11

Raquo; Archives for November 2011. Monthly Archives: November 2011. Winter of discontent ahead? November 26, 2011. Since the last post, we have been questioned about our deflationary forecast at a time when inflation is raging at 8-9% in India. The simple answer: Today’s inflation and growth are reflections of past credit growth. Our bet is that … Continue reading →. A TIME FOR MARX? November 19, 2011. An inverse-China achievement in trade! The strange case of modern deflation.

2

Money - The Lonely Contrarian

http://blog.assetspod.com/category/money

Banks and government borrowings. January 9, 2012. In our previous post, we mentioned that bank lending creates money while repayment or default destroys money in the banking system. This implies the need for reliable borrowers who need increasing quantum of loans every year. The increase in lending … Continue reading →. January 4, 2012. December 27, 2011. The psychology of money. December 17, 2011. Conventional economics holds that money serves two key purposes: medium of exchange and store of value....

3

Banking and inflation - The Lonely Contrarian

http://blog.assetspod.com/money/banking-and-inflation

Raquo; Banking and inflation. The psychology of money. Gold versus paper →. December 27, 2011. The answer lies in the banking system. The banking system is unusually efficient at creating money and is single-handedly responsible for the inflation you see around yourself. How did the bank achieve this miracle? This entry was posted in Money. The psychology of money. Gold versus paper →. Leave a Reply Cancel reply. Your email address will not be published. Required fields are marked *. You may use these.

4

Uncategorized - The Lonely Contrarian

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An inverse-China achievement in trade! April 17, 2012. India’s trade numbers for the year ended 31st March 2012 came out some days back. Exports were trumpeted to have achieved their target of $300bn and a tiny fact was printed at the bottom of the page: trade deficit of … Continue reading →. An inverse-China achievement in trade! The strange case of modern deflation. Lost in translation – Adam Smith. Banks and government borrowings. On Do stock markets really create wealth? On Winter of discontent ahead?

5

Do stock markets really create wealth? - The Lonely Contrarian

http://blog.assetspod.com/investing/do-stock-markets-really-create-wealth

Raquo; Do stock markets really create wealth? Is economic growth always good for investors? Are stock markets ever rational? Do stock markets really create wealth? June 1, 2011. This entry was posted in Investing. Is economic growth always good for investors? Are stock markets ever rational? Do stock markets really create wealth? December 12, 2012 at 1:34 pm. Even if there was deflation, wouldn’t stocks still pay dividends? And wouldn’t these dividends be worth more because of deflation? You may use these.

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About Us

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This website is an initiative of three professionals. Jayanta has been managing funds for the past 11 years in his independent capacity. Prior to that, he worked for JM Financial for 5 years. He holds an Economics degree from Presidency College, Kolkata and has also done his MBA from IRMA, Anand.

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Our Philosophy

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Like God in the Upanishads, our philosophy is better defined by the negative. It is not value-based nor is it momentum-based. In our view, value and momentum are merely myths or constructs of the human mind that tries to make sense of the markets. This brings us back to the main question: What is our philosophy?

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The Lonely Contrarian - A Financial Blog

An inverse-China achievement in trade! April 17, 2012. Some might say that this gets offset by software exports and labour remittances. Even so, we shall have a substantial current account deficit of at least $55-60bn to be funded by capital inflows. The ingredients may be coming together for an Indian version of the 1996 Asian crisis. Two key questions remain: Can policymakers take steps to prevent this from occurring? Or Will a miracle occur that might save us at the last minute? January 28, 2012.

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