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Kochar Bipin

Joined: 04/08/20

Comments by Kochar Bipin
Stocks Are Overvalued, So Say Treasury Yields Mar 25, 2022 11:32AM ET
A utterly nonsensical analysis. Due to heavy taxes on dividends, corporates have been shifting to buybacks to reward investors. The SP500 12 month Sep 21 buybacks were 742 billion - a rise of 30% year on year. The SP500 12 month dividend payout of Sep 21was 499 billion up just 2.3%.All this analysis shows is corporates now getting around the double taxation of dividends (on profits earned by company and then again on the profits distributed to investors).
Analysis-When it comes to oil, the global economy is still hooked Mar 25, 2022 4:06AM ET
Crude prices would come down over 10% if Biden does either one of two things - asks President Macron to take the lead on resolving the Ukraine issue or announce an Iran deal. Sadly, even though the US can quickly bring additional capacity online by drilling wells in the new acreage in Gulf of Mexico and ramping up shale oil production, Biden has done nothing on either front.
Biden lands in Europe in middle of dispute over Russian energy sanctions Mar 23, 2022 3:41PM ET
It is strange that at a time inflation is soaring to record highs, President Biden is doing nothing to tame energy prices.
S&P 500 Mar 21, 2022 10:10PM ET
High inflation is a certainty regardless of what action Fed takes until actually Biden delivers on his commitment to tame oil prices. Fed action will mostly end the boom in house flipping freeing money for more productive investments. The question is where will this money go?
EU split on Russia oil sanctions, mulls other steps Mar 21, 2022 8:10PM ET
The EU must first ask President Biden to deliver on his commitment to tame energy prices before he touches on any other topic.
Fed Watch: Policymakers Take Tiny Steps As Inflation Overheats Mar 21, 2022 7:52PM ET
The current spurt in inflation is due to the abysmal failure of the Biden administration to lower energy costs - a simple task given the huge amount easily tap able resources in US. Sadly, no monetary policy cannot cover up for such administrative disasters. Fed's goal needs to remain to minimize the impact of such disasters on the people and provide President Biden more time to deliver on his promise to tame energy prices.
Week Ahead: Risk Appetite Returns But Volatility Remains; Gold, Oil Could Drop Mar 21, 2022 11:23AM ET
It would definitely a great wrong to blame Powell for inflation soaring to a 40 year high - the primary cause of inflation is the shocking failure of the Biden administration to deliver on taming oil prices - and instead causing food and metal prices to zoom by causing supply disruptions thru sanctions.
European shares muted in choppy trade (March 21) Mar 21, 2022 6:15AM ET
Looking at the impact on German factory output disruption and the producer price, the current sanctions are definitely working extremely well in pushing Germany into stagflation without any new additions. Of course, collateral impact is building up with Sri Lanka which is rapidly running out of funds to buy oil or fertilizers, now seeking an urgent $ 2.5 billion loan from China.
U.S. suggested Turkey transfer Russian-made missile system to Ukraine -sources Mar 20, 2022 1:14AM ET
The US is a net oil and gas exporter - the high costs of energy dramatically improves it's competitiveness over Germany and Europe - and even to some extent with China which too has asked Biden to work for peace.
U.S. suggested Turkey transfer Russian-made missile system to Ukraine -sources Mar 20, 2022 1:10AM ET
President Biden is doing his best to burn Europe - it's hightime that EU asks sane leaders like President Macron to take the lead to negotiate a resolution to the Ukraine crisis.
Turkish finance minister says rise in energy prices accelerating inflation Mar 19, 2022 12:49PM ET
Many third world countries like Sri Lanka are on verge of bankruptcy due to soaring prices of crude, gas and food and dislocation of trade and tourism caused by the sanctions. IMF should immediately role out an emergency funding window for such nations. One hopes that Turkey is able to recover swiftly from the after of these sanctions
Wall St closes higher after Biden-Xi talks end, oil steadies Mar 18, 2022 1:47PM ET
The markets are factoring in President Xi's earnest plea to end the conflict as these do not benefit anyone - hopefully, this will lead to saner stance where sane leaders like Macron now take lead in driving a resolution.
Crude Oil WTI Mar 15, 2022 5:35AM ET
Brent bouncing back - will cross 103 today
Europe Stocks Open Lower as Wider Sanctions, Covid Rebound Hit Mood Mar 15, 2022 5:08AM ET
The sanctions will adversely hit metals, fertilizers,and other non-energy exports of Russia at a time when the world economy is finally exiting Covid restrictions - and thus cause inflation to rise further.
Tech, growth stocks lead Wall Street to lower close as investors focus on interest rates Mar 15, 2022 2:23AM ET
With China facing a major Covid outbreak and Q1 growth well behind 5.5% targer, supply chain will get further stretched - Fed must factor this in
U.S. raises concerns about China aligning with Russia at meeting it calls 'intense' Mar 14, 2022 7:07PM ET
Jake Sullivan is destroying all credibility and any goodwill that US had with his ridiculous assertion of Chinese aid to Russia.
Crude Oil WTI Mar 14, 2022 7:02PM ET
Brent reach target range of 102 to 106 yesterday. Will come down by $4-5 if Ukraine ceasefire is agreed to. Another $4-5 correction if Iran deal.
Aluminium Mar 14, 2022 12:54PM ET
Will cross $3650 by end March
Crude Oil WTI Mar 14, 2022 11:11AM ET
Brent now in target range of 102 to 106Next trigger is Iran deal
India's Feb retail inflation up 6.07% y/y, above RBI target for 2nd month Mar 14, 2022 8:35AM ET
Ludicrous to target an inflation rate without relating it to global inflation
Crude Oil WTI Mar 14, 2022 4:45AM ET
Brent head down to support range of $102 to 106. If Iran deal moves ahead, will drop below $100. Hold long positions in crude only with strict stop loss
U.S. gasoline prices edge lower after hitting record high last week Mar 13, 2022 3:19PM ET
Inflation is expected to remain high even as crude and gas prices edge lower in coming weeks as prices of metals will continue to rise due to supply constraints caused by a decade of massive under-investment in metal smelting. With inflation expected to remain above 6% for 2022, well above the yield on 10 year bonds, real yields on debt will continue to remain strongly negative. Corporate earnings will however grow strongly by 16-20% - thus offer a hedge against inflation - hence, equity is best place to be in
Dow Jones Mar 11, 2022 11:47AM ET
Decisive action needed by the Government to bring down gas prices -
Crude Oil WTI Mar 11, 2022 3:04AM ET
EU will not impose sanctions on Russian gas or oil, Hungarian Prime Minister  Viktor Orban said in a video posted on his Facebook page on Friday, amid a summit of EU  leaders in  France
Yellen Sees Fed Delivering Soft Landing in Battle Against Inflation: CNBC Mar 10, 2022 7:37PM ET
Surging energy (crude, gas, coal) due to supply are largely responsible for the sharp rise in inflation - hence Biden needs to immediately roll out measures like fast approvals and tax breaks for fresh investments for energy projects instead of Fed rolling out rate hikes which will do nothing to augment supplies