Archive
A chronological history of market frictions and economic observations.
2026
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The 30 Day Illusion: The Hormuz Blockade, Washington's Waiver, and India's True Energy Buffer
Mar 8With the US Israel Iran conflict threatening the Strait of Hormuz, panic has set in over India's fuel reserves. A deep dive into the 30 day Russian oil waiver, the 74 day buffer reality, and the repricing of geopolitical risk.
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The Metal Revolt: Why Gold and Silver Broke Every Macro Model in 2025 to 2026
Mar 1Gold surged. Silver skyrocketed. A deep dive into the structural deficits, central bank hoarding, and geopolitical anxiety driving the historic metals supercycle.
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The Great Oil Pivot: Strategic Realignment or a Quiet Surrender of Leverage?
Feb 22India’s shift from discounted Russian oil to rising US crude imports and what it means for inflation, refinery margins, forex exposure and strategic leverage.
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The 64% Tariff Cut: An Economic Masterstroke or Just Another Geopolitical Gimmick?
Feb 15Analyzing the new US-India trade deal: Is the 64% tariff cut a win for India, or a hidden cost disguised as a discount?
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The Kartavya Path: Dead End or New Era?
Feb 8Analyzing the Union Budget 2026-27: Is the new '3 Kartavyas' framework a roadmap to Viksit Bharat or a friction-filled road for the common man?
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India: Pollution Heaven or Living Hell?
Feb 1Exploring why pollution continues to rise in India through the lens of negative externalities and the Pollution Haven Hypothesis.
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Why More People Are Working but Fewer Feel Secure About Their Jobs in India?
Jan 25Analyzing the paradox of rising employment numbers versus declining job security in India's service-heavy economy.
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What if survival is what we call growth?
Jan 18Analyzing how credit-fueled consumption in India might be masking survival as growth.
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If Inflation Is Under Control, Why Does Everything Still Feel Expensive?
Jan 12Why high prices persist even when the official inflation rate drops, exploring the Ratchet Effect and Shrinkflation.