Utpal Diwan (UD)Negative Real Rates Are Here!To all my professors — maybe there is such a thing as a free lunch?Apr 10, 2020Apr 10, 2020
Utpal Diwan (UD)When Mr. Market trades like a Biotech stockBiotech is a sector where investors look for home runs.Apr 10, 2020Apr 10, 2020
Utpal Diwan (UD)The Passive Investment Bubble!“A turkey is fed for 1,000 days by a butcher, and every day confirms to the turkey and the turkey’s economics department and the turkey’s…Apr 7, 2020Apr 7, 2020
Utpal Diwan (UD)Oil Production Cuts — The Folly of it AllLast week, President Trump called for an unprecedented globally coordinated oil supply cut to stem the crash in oil prices and to perhaps…Apr 7, 2020Apr 7, 2020
Utpal Diwan (UD)Are We A Chinese Democracy?If you are a big fan of Guns N’ Roses, I am pretty sure you’ve listened to their album “Chinese Democracy”, incidentally released in…Apr 7, 2020Apr 7, 2020