Another toast to Global Duality

Thursday, September 22, 2011

That's the sarcasm right there. In the pop of the title. As you chew on total global correlation with a 0.97 correlation and mor ein September, and 0.7 in early August, some migh be excused for thinking a basic increase in the knowledge of the markets all around and thus gains in terms of tranparency and reform. However, that is not the case at all. The sensex tanking today was a sign of globall correlations nearing one but we are decoupling as we speak as inflation draws lower on food at 8.8% but fuel persists closer to 14% for the week ended Sept 10 As primary articles tick down and India becomes the harbinger of i in inflation globally it would stablilise in India at not much below 8% while crude prcing irrespectibv eof the dollar Economies' giving up after hearing of another 'stimulus' The reaction to the stimulusi in global markets will be variesd as OPEC now gets to price itself out of a depression for its own, 'US stays at its lowest growth levels with consequent 20% unemployment and Europe deals with new strife and gets used to a regular shrinkage in its production whether at UK and Germany or the GIPSIs 

Yet righ now, everyone was listening to the same, almost stupefied, wih a not so material and much expected Bernanke speech and mini - program somehhow making the way clear for everyone to see the bleak future in its totality without hope. So commingle while going down and beter have a differentiator worth its name on the way up , because nations like people are all alone..

Posted via email from The investment blog on Post

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