Old-DSI
« Previous EntriesThe Six Sigma Outsourcer Monsoon Sets In, Economy Swells!
Thursday, June 10th, 2010Issue #36 The Six Sigma Outsourcer Monsoon Sets In, Economy Swells! Click here to view PDF Dear Dalal Street Insider Subscriber, Recently my friends Scott and James (who run a small medical business) made a trip to Walgreens, where they buy a lot of their supplies. I decided to tag along for fun while they [...]
When it Rains, It Pours Monsoon Sets In, Economy Swells!
Thursday, June 3rd, 2010Issue # 35 Dear Dalal Street Insider Subscriber, Click here to view the PDF Finally! The Monsoon has set in, in Chennai and Kochi – right on schedule. And there is celebration on the streets. It is incredible what sense of joy a good monsoon brings to India. While India may be stereotyped as the [...]
Dalal Street Slides
Thursday, May 27th, 2010Issue #34 Global Concerns Override Fundamentals Dear Dalal Street Insider Subscriber, Click here to view the PDF In a bearish sign for the markets, late last week, Dalal Street fell below its 200 day moving average. What this means, in simple English, is that there is now pressure from a technical perspective that the market [...]
Contrasting Confidence
Wednesday, May 19th, 2010Batten Down Hatches for Now! Issue #33 View the PDF Dear Dalal Street Insider Subscriber, My trip to the Carolinas was long and exhausting. I spent over a week trying to judge the sentiment of the people on the street (locals at domestic conventions) to get a better read on the overall attitude on the [...]
Just a quick reminder…
Friday, May 14th, 2010Issue #32 Dear Dalal Street Insider Subscriber, Just a quick reminder… In case you missed my message in last week’s issue of Dalal Street Insider, I’m on the road this week. I’m in North Carolina, doing some much-needed research, and attending meetings. So there are no trading alerts this week. Please continue to hold all [...]
Entertainment at its Best
Friday, May 7th, 2010The Must-Own Entertainment Stock, trading at a Discount – Get it While it’s Low! Issue #31 View the PDF Dear Dalal Street Insider Subscriber, This has been a week of intense swings around the globe. These massive swings in global stock exchanges are a result of excessive worries plus huge relief rallies all within the [...]
Steel up our Portfolio
Wednesday, April 21st, 2010Reserve Bank In Perfect Balance Issue #29 View the PDF Dear Dalal Street Insider Subscriber, I was up late last night listening in on the news from Reserve Bank of India (RBI). As I have mentioned to you earlier, the RBI had made a surprise announcement a few weeks ago when they increased Interest Rates [...]
Tug Of War: Inflation vs. Growth
Thursday, April 15th, 2010And the Winner is India Issue #28 View the PDF Dear Dalal Street Insider Subscriber, I would like to take this opportunity to welcome another batch of readers to our service. I love the fact that more and more of us are now tracking and watching India grow. This has also brought about questions from [...]
18,000 and Rising
Thursday, April 8th, 2010Concerns about Inflation! Issue #27 View the PDF Dear Dalal Street Insider Subscriber, One of the high profile headlines that is hitting the news waves these days is that the SENSEX (Bombay Stock Exchange), our very own Dalal Street is about to breach the 18,000 level. This level was last seen over 2 years ago. [...]
Deficits Decline, Growth Continues
Friday, April 2nd, 2010Issue #26 View the PDF Dear Dalal Street Insider Subscriber, I am a bit under the weather this week. So this week’s update will be shorter than usual. I have been travelling in Seattle visiting American businesses. I visited Insurance companies, Banks, Brokerages and Real Estate related businesses. And the one resounding message I found [...]
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