Bernstein's commentary.

An interesting take by Richard Bernstein.

Bernstein then lists six capital-intensive danger areas: 1) China, 2) emerging market infrastructure, 3) small stocks, 4) indebted U.S. consumers, 5) financial companies, 6) commodities and energy companies. As I said, the guy's worth paying attention to.

Multi-year leadership change is underway, according to Richard Bernstein.

I will elaborate on some of these points in a later post.

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About Me.

A financial markets and technology enthusiast, Sajal works as a chip design engineer in a wireless Fortune 100 company. Sajal has a passion for investing and evaluating/refining ideas using fundamental and technical analysis. He closely follows macroeconomic trends, history, investor psychology, Indian economy and the financial markets. On the technology side, Sajal looks to gain insights into the industry strategy and the business side of technology products: understanding competitors, technologies, product differentiators and following industry trends and technology ideas/startups.

Sajal has a BS in Electrical Engineering with a minor in Finance from the Indian Institute of Technology Madras, and an MS in Electrical and Computer Engineering from the University of Wisconsin-Madison. Sajal is a CFA Level III candidate. He takes inspiration from famous leaders and gurus, and in learning from history’s lessons.

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