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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!


















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Mohammed "Munna" Aziz and the Summer of 1989

Nov 28, 2018

Vivek reminisces a nearly three decade-old summer, spent listening to a Hindi film song.

I'm Looking for Companies Not Influenced by Farm Loan Waivers and Minimum Support Prices

Nov 16, 2018

Are there any good companies in the agrochemical space worth looking at?

Should You Abandon Your Investment Strategy in This Falling Market?

Nov 2, 2018

It is in these volatile times, when investors' mettle is tested the most...

RBI-FinMin Bhai Bhai is Always a Bad Idea

Oct 24, 2018

It is important that the RBI does not get too cozy with the ministry of finance, as is being suggested in some quarters.

Are There Any Public Sector Companies Out There That Reward Shareholders?

Sep 21, 2018

The one factor that can make PSU stocks a compelling story...

Post Lehman, Foreigners Have Made More Money Out of Indian Stocks Than Indians

Sep 18, 2018

The Indian institutions bought the maximum amount of stocks in 2017-2018, once the stock market had already rallied quite a bit.

There was a loud crack. The crowd gasped...

Sep 11, 2018

In today's issue, Bill talks about how the feds raised prices of financial assets which will make the asset holders more rich.

America's Finances Seem Fishy

Sep 5, 2018

What does the US do when it borrows too much? What is the source of rising corporate earnings? And are there any consequences of the same? Bill answers these questions in today's issue...

How Trump Breaks up Big Tech

Sep 4, 2018

Dan Denning, Bill's co-author on The Bill Bonner Letter, shares his insights on the showdown between the Fed and America's biggest corporations. He discusses about the recent accusation on Google by President Trump.

How Trump Turns on The Fed

Aug 30, 2018

In reality TV - and performance art of the wraslin' genre - you add dramatic tension by creating simplified, cartoon personalities and then allowing them to get into snits with one another.

Miss De Who Smoked No 10s...

Aug 13, 2018

Vivek pens a flashback within a flashback about Ranchi in the early 80s.

Trump's Farm Bailout Is Win-Lose

Jul 26, 2018

Donald Trump recently proposed to bail out the farm sector with US$12 billion in welfare payments. Bill Bonner talks about how the Donald has replaced win-win economy with win-lose.

The Real Genius of Trump

Jul 25, 2018

Millions of words have been written trying to decipher Trump's plans and his programs. Bill discusses the real genius of Trump in today's issue...

Our Newest "Fixer-Upper"

Jul 20, 2018

The stone building has been abandoned for at least 100 years. Nobody locally can recall it ever being used. Many didn't even know it was there.

The Multiple Problems with the Minimum Support Price (MSP) System

Jul 11, 2018

The price signals that MSP sends out, creates its own set of problems.

America's Greatest Financial Scalawag

Jul 6, 2018

POITOU, FRANCE - Arnold at West Point... Sherman at Atlanta... Powell at the UN... We Americans remembered our heroes yesterday.

The Real Truth About India's FDI, Beyond WhatsApp

Jul 4, 2018

The FDI numbers do not look very impressive once we adjust for repatriations as well as the overall growth in the economy.

How America's Second Civil War Starts...

Jul 4, 2018

Bill Bonner speaks about how Donald Trump will still be the hero of the great unwashed, untutored, and untraveled masses. However, others are going to hold him responsible for their troubles. And the US is going to break apart.

Do You Live Next to One of These Spy Hubs?

Jun 29, 2018

discusses how all our ideas, thoughts, and business transactions are monitored and interpreted by Big Data...and what consequences it can have for our security or our prosperity.


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