On Valentine's day, third biggest show on earth started it's latest incarnation in Australia/NewZealand (first and 2nd would be Olympics and Soccer WC). And what a start with most awaited India-Pak match. I was glad that India outplayed Pak in every aspect of the game and won the match convincingly. Hope "boys in blue" can repeat this performance in all games including knockout round which would be in March (the tournament goes on till Mar 28). Now let's look at geo-politics and its impacts on markets. Since my last blog in which I recommended 15 investment ideas, markets are on fire especially energy stocks. That makes sense for multiple reasons. First of all there was "irrational pessimism" in oil markets which pushed down crude to mid-40s and pundits were predicting it to go down to 30s. Crude came down by more than 50% just over 2-3% gap in supply-demand. If we look at normal macro-economic principles, it just did not make sense. However crude mar
Commentary about markets and investment ideas and some random thoughts!