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Musings on Investing

Hindu Fanatics Assault Churches I recently discussed the mobs disrupting Christmas festivities in India with David Oualaalou. Might makes right rules the roost. Those who hold power abuse it to the fullest. A politician from…

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Musings on Investing

China, As I’ve Seen It Over 16 years of traveling through China—from major cities to rural towns—I’ve consistently encountered a country utterly unlike the dystopian caricature offered by Western media. What I see is safety,…


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Musings on Investing

Corruption is Deep-rooted In the following essay, which will be a chapter in my book, I argue that corruption in India is not an aberration but a cultural constant, rooted in the country’s very psychology…


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Musings on Investing

Idols without Conscience From my last musings, I continue the story of my life in engineering college in India (late 1980s). India today, if you are curious, is even more superstitious than it was then—modern…


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Musings on Investing

Superstition in the Age of Silicon Here is a story of my Indian engineering college, which will be one of the chapters in my forthcoming book on the Third World: On Investments Shad Marquitz and…


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Musings on Investing

Between Lies, War, and Dysfunction Within mere hours of the war’s onset, India lost multiple fighter aircraft—reportedly five—on its own soil. That such losses occurred inside Indian territory, despite India being the aggressor, raises uncomfortable…


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Musings on Investing

Modi’s Failure In the following discussion, which took place just days before India attacked several terrorist training centers in Pakistan, David Oualaalou and I explore key geopolitical issues: the Kashmir conflict and the likelihood of…


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Musings on Investing

America Sold to India Here is a discussion with Elizabeth Farah on what “religion” and “virtues” mean in India, why the use of those words in the Indian context confuses your understanding, and why legal…


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Musings on Investing

India and BRICS Why was Modi among the first foreign dignitaries to visit Trump after his inauguration? Was it because India held strategic importance for Trump, or did he expect Modi to grovel? How reliable…


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Musings on Investing

The H1B Controversy Doug Casey, Matt Smith, and I recently discussed the H1B controversy, sparked by a post from Vivek Ramaswamy on X. His post served as a catalyst, unleashing frustrations over Indian arrogance and…