Subodh Kumar & Associates, a division of StrategeInvest Inc.

October 2018

Note Précis October 29,2018: Alternate Universe – Recurring vs. Amplitude of Delivery.

Note Précis October 29,2018: Alternate Universe – Recurring vs. Amplitude of Delivery. Over the decade of massive quantitative ease, the generally accepted universe has been one of ample liquidity and of low interest rate policies including the suppression of fixed income yields. Progress has been uneven and the efficacy of prolonging quantitative ease has become […]

Note October 29,2018: Alternate Universe – Recurring vs. Amplitude of Delivery.

Note October 29,2018: Alternate Universe – Recurring vs. Amplitude of Delivery. Over the decade of massive quantitative ease, the generally accepted universe has been one of ample liquidity and of low interest rate policies including the suppression of fixed income yields. Progress has been uneven and the efficacy of prolonging quantitative ease has become questionable. […]

Q4/2018 – A Time for Reappraisal not Jingoism

Note Précis October 15,2018: Q4/2018 – A Time for Reappraisal not Jingoism: Our asset mix focal point in this cycle has been on the unusual nature and extent of quantitative ease with the collateral side effects potentially obscure but likely to unfold with the passage of time. Hence, we  have suggested above benchmark cash reserves, […]

Q4/2018 – A Time for Reappraisal not Jingoism

Note October 15,2018: Q4/2018 – A Time for Reappraisal not Jingoism: Our asset mix focal point in this cycle has been on the unusual nature and extent of quantitative ease with the collateral side effects potentially obscure but likely to unfold with the passage of time. Hence, we  have suggested above benchmark cash reserves, fixed […]

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