Ashish Advani



Apr 9, 2014
Each day we wake up and see the credibility of the United States being eroded further and further. Each day the United States is snubbed by the rising powers of the world and all we seem to do is stand by and watch the world thumb their noses at us.


Mar 26, 2014
It almost seems like the financial markets and the geo-political events live in two spheres that do not intersect.


Mar 19, 2014
The insanity of the stock markets befuddles me!


Mar 12, 2014
There is an uneasy calm over in Crimea and Russia. It may very well be the calm before the storm. The reality is no one really knows how far Russia is willing to go and defy the West in its quest for dominance in the region and major-player status on the world stage.


Mar 5, 2014
It was just three weeks ago when I wrote to you about the possible fall of the Russian ruble. At that point, I had thought about a possible aggressive move from Russia if the Ukraine situation got out of hand, but I didn't expected to see it really playing out.


Feb 26, 2014
There is a lot being written about the emerging markets, the nearly developed markets and the markets in between. Much of it is written by writers who love to panic or spread despair.


Feb 19, 2014
The world of bankers and investment managers are so tired of waiting for real growth and so frustrated that after five years we do not see a real recovery that they are willing to assume a mirage is the real deal.


Feb 12, 2014
I have reconsidered my recent missive on Russia. Back on Jan. 22, I wrote to you about Russia presenting a great investment opportunity this year. I am still committed to the macro story, but recent events have made me consider a reverse position for a short-term trade.

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