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Yesterday’s news today! India SENSEX up…behavioral finance in action live

Yesterday the Tweet was, ” watch elections in India and behavioral finance in stocks and markets, common globally. Then look at 2014.”  Now watch the shorting across the board and then watch the wave coming down in a little while as fundamentals such as Cash Conversion Cycles, Stock Turns and GMROI” are missing across the board.  This also includes billion dollar valuations for companies with no revenue globally.

There are some really good companies out there to invest in and they have strong fundamentals. 

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Now watch behavioral finance in action live. Like many other markets smart capital “shorts” opportunities.

Indian Billionaires’ Companies Sinking Under Soaring Debt Levels
Investment Bank Credit Suisse, in a report earlier this week, examined the finances of 3,600 large cap companies and found that their debt levels–totaling to about $400 billion–had worsened for the quarter ending September (the Indian fiscal year starts 1 April.)
http://www.forbes.com/sites/meghabahree/2013/11/22/india-billionaires-companies-sinking-under-soaring-debt-levels/

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http://www.bseindia.com

What’s the reality?

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Credit Suisse report, House of Debt Revisited
https://doc.research-and-analytics.csfb.com

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Fundamentals play out and real fast.

“Only when the tide goes out do you discover who’s been swimming naked”.  Warren Buffett

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