Sudip Bandyopadhyay’s Blog

In the Hindi blockbuster movie Gajini, the lead actor suffers from a disastrous aliment “Short-term Memory Loss”.  The current market euphoria across the world reminds me of a similar mental state for investors across  asset classes who are unable to grasp the toughest lessons of last year’s global economic crisis.  The crisis was predominantly about [...]

In the Hindi blockbuster movie Gajini, the lead actor suffers from a disastrous aliment “Short-term Memory Loss”.  The current market euphoria across the world reminds me of a similar mental state for investors across asset classes who are unable to grasp the toughest lessons of last year’s global economic crisis.  The crisis was predominantly about [...]

Oil at $68 per barrel has more than doubled in price since December. Gold is again touching $1,000 per ounce. The Cassandras of the economic gloom &  doom warn that the monster of high energy prices will munch green shoots in the bud, but worry is misplaced. The current price movements signal not a repeat [...]

Once upon a time – six months ago, another age – anyone who could say “crack spread” without laughing was assured a lucrative job as an oil trader. Back then, when crude oil trading at $140 a barrel, the world looked Malthusian. The globe was threatened by a violent scramble for scarce resources, [...]