Ritesh Jain, a Dalal Street veteran, trend watcher and Global Macro Investor, captures global macro investment opportunities and economic, business and financial trends with charts and commentaries in this space.

The statistical lie
Median wealth in US is less than that of Italy and Spain and almost half of Canada

Chinese know how to play a long game
Few more years and China might not be dependent on US anymore

Macro trade of the decade
Safety trade is over

Who wants to bet against CB
We might be on a bumpy ride

The big disconnect
Main street has never been more divorced from wall street

Every chart is showing immense cyclical strength
Either we are going to have a V shaped recovery or inflation is going to make a sudden comeback

Tale of two halves
2000-2010 Money moves from DM to EM 2010-2020- Money moves from EM to DM 2020-2030 ?