Thursday, March 26, 2015

Rising Dollar - Threat to Emerging Economies

Hat Tip: BIS

As Fed moves closer to raise interest rates, the dollar denominated debt is coming back to haunt emerging economies as both absolute levels of debt and interest rates on the debt will rise. 
 
 

Friday, March 13, 2015

Warren Buffett On Moats And Millions

Excellent presentation by Jeetay Investments on Moats.

You can read my analysis of Moats and Floats here.
Warren Buffett on Moats
Click on the picture below to access the slides.