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Shubh Mehta
May 4, 20231 min read
How valuable is football?
As of 2022 the most valuable football teams: Real Madrid - $5.1bn Barcelona - $5bn Manchester United - $4.6bn Liverpool - $4.45bn Bayern...


Shubh Mehta
May 3, 20231 min read
GoAir goes under
GoFirst has put in an application for voluntary insolvency before the National Company Law Tribunal. The heart of the problem was...


Shubh Mehta
May 2, 20231 min read
Upcoming rate hike
The markets expect a 25bps rate hike by the Fed reserve tomorrow. The fastest rate hiking in the history has already started to show its...


Shubh Mehta
May 1, 20231 min read
Buyout not bailout
First republic will now be sold to JP Morgan. This is the 3rd bank failure in the recent months after SVB and Signature bank. The Fed...


Shubh Mehta
Apr 30, 20231 min read
FRB has failed
After a crazy ride in the last couple of months the regional US bank of First Republic has officially failed. The Fed Reserve is putting...


Shubh Mehta
Apr 28, 20231 min read
Gen AI
In making data models bigger, they do not just get better at producing text but they also learnt entirely new behaviors simply by being...


Shubh Mehta
Apr 16, 20231 min read
Recession probabilities 2023
List of recession probabilities around the world: UK - 75% New Zealand - 70% US - 65% Germany - 60% Italy - 60% Canada - 60% France - 50%...


Shubh Mehta
Apr 15, 20231 min read
Deposit Growth
As the Fed insists that the banking crisis is over and everything is under control from the financial stability perspective the deposits...


Shubh Mehta
Apr 14, 20231 min read
Global Bond market
Total outstanding debt securities: US - $51T China - $20.9T Rest of the world - $12.7T Japan - $11T France - $4.4T United Kingdom - $4.3T...


Shubh Mehta
Apr 13, 20231 min read
Fed tightens till something breaks
Economic cracks did appear after the first quarter. The covid pandemic lead to the extreme loosening of the monetary policy and a surge...


Shubh Mehta
Apr 12, 20231 min read
Generative AI
Generative AI and Large language models have been the buzzword lately mainly thanks to ChatGPT. Prompt Engineers are becoming high in...


Shubh Mehta
Apr 11, 20231 min read
Outlook on European Markets
Key highlights: The strong performance in the equities have been supported by the de-risking of the energy supply woes and a milder...


Shubh Mehta
Apr 10, 20231 min read
Q2 Outlooks
Key highlights; Markets have returned a much stronger performance than in 2022. Multi-asset portfolios are set to beat cash and inflation...


Shubh Mehta
Apr 6, 20231 min read
Hedge funds made $7bn from the banking turmoil
As the banking turmoil unfolded, the short sellers benefited from the falling share prices. Credit Suisse, SVB, Signature bank, Deutsche...


Shubh Mehta
Apr 5, 20231 min read
GQG sees upto 100% returns on its Adani Stake
The Fort Lauderdale based Emerging market investing group which bought a $2bn stake in the Adani group of companies. The owner, Rajeev...


Shubh Mehta
Apr 4, 20231 min read
CS AGM
Today is the Annual general meeting for the failed swiss bank. The first in-person AGM since 2019 and it comes in at a very interesting...
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