In a previous post, I discussed the fundamental qualities of a great business – Productivity & Uniqueness . However these qualities are internal to the business and

The most powerful value creation vehicles are businesses that provide products and services. The product has a value that is greater than the cost of

A  Brief primer The Definition of Economic Progress and how it is linked to productivity has been elucidated in previous posts. Fundamentals. Demand does not drive economic growth; Supply

Economic growth … Is not the same as jobs for everybody It is characterized by an improvement in the quality of life (Consumption/Work). This has

Far too many discourses equate inflation, money supply, stock market indicators, commodity ETFs etc to the growth of human civilization. These are man made complications that obfuscate

Keynes is the half brother of Marx. They both believe that the economy is a machine that can be described in equations and managed by

The Balance of Payments crisis is one of the most common crisis that nations have been facing in the last century. BOP crisis have a mechanism of

An Analogy Let us take an analogy of 2 people A and B (the only two people in the macro-universe). A has been buying an

In my previous post I discussed why Inflation might be a stronger possibility than deflation Sophie’s Choice. The broad arguments I talked about were The over-whelming Government

There has been a lot of discussion regarding the probability of the possibilities of Inflation and Deflation. Before we dive into the evidence I would