Newsletter

Trikaal Macros is a weekly newsletter on economy and markets, focusing on long-term market drivers and its future outlook. In the short run, a whole lot of factors can drive markets up or down, but in the long run, it is either the government policies, structural factors, or technological innovations, that will drive the economy and markets. Certain government policies impact may last for decades like India’s LPG of 1990s (liberalization, privatization, globalization).

Within the broad economy, there are always certain sectors that outperform others. And in most of such cases, they are driven by technological innovations. So, understanding these tech developments are crucial to identify the top sectors for long-term investing. This newsletter aims to do that.

Inflation Super Cycle

A massive financial risk is looming and will have serious impact on economy, business, and your wealth. There will also be volatile and deep impact on currencies and commodities. Certain sectors will be extremely affected by it.  Biggest Risk of this century – Inflation Super Cycle Inflation has moved in big cyclical ups and downs historically. The chart

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Rally to continue

Markets had rallied after 1918’s Spanish Flu, and we expect same to happen again. Spanish Flu pandemic of 1918 has been the worst pandemic in human history till now. It killed about 1.7% of world population and compared to that, Corona has killed just about 0.012% of world population. Spanish flu was 141 times more

Rally to continue Read More »

End of the Buy & Hold Era

Warren Buffett is undoubtedly the top role model for most of the long-term investors. But when one looks at his last few years’ performance, one feels very disheartened. Buffett’s Berkshire Hathaway (BRK) was in headlines in May for announcing a shocking Q1 loss of $49.7 billion! Since last several years its performance was just matching

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The Next Recession – Are you Prepared?

We anticipate a serious downfall in stock markets now. There are several critical risks. Universe is full of contradictions – grave risks and enormous opportunities exist at same time. With huge young population, India has the world’s biggest demographic dividend benefit that can drive its growth for decades. It is supported by political stability, growing

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India to Take Off Again – A New Growth Phase Based on Structural Reforms

Right since 2014, NDA has worked hard to make India one of the most investor friendly nations. Though at present Indian economy is seeing one of its slowest growth periods but that is transitionary, and there are strong reasons for a structural economic revival. It is not at all difficult to understand the reasons behind

India to Take Off Again – A New Growth Phase Based on Structural Reforms Read More »

The system behind our 100% correct market forecasts and why BJP will win again

Market bullishness is clearly indicating a big win for BJP. Can any analysis forecast outcome of events like Brexit, or trade war, or India’s elections? Yes. Because all major events are reflected in stock markets, and if one can decode its price movement, one can predict outcome of major events. Markets are never wrong, and

The system behind our 100% correct market forecasts and why BJP will win again Read More »

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