Delta Global Partners Research : The Cutting EDGE

Non Institutional Research

Passing the BUCK Formula One and Markets The Myths of US PMI Roll Overs The Dark and Golden Crosses Relatively Revaluing Gold The Certainty of Uncertainty Nifty and Kebab Platter Structural Headwinds and Cyclical Strengths The ABC of DCD GOLD-A Breakdown of Historical Co Relations Fat Fingers and Channels of Contagion RBI-Baby steps Behind the Curve Are US Swap Spreads# Lower Cost of Capital ? Why Platinum would Outperform Gold ? ROI of GOI Indian Index Investors 2020 Time for Gilt Funds Is India the Unknown "Duck" Does India need Inflation Linked Bonds ? The Lost Quarter for India Earnings & GDP : The Siamese Cousins The Dumb and the Dumbest in Stock Markets. The Head & Tail Winds for India in 2010 The USD 36 tn Burden of coming generations US LEI-Is it really the Mirror The Two New risks for India in 2010. Asset Bubbles and FX The Death of Portfolio Diversification The Colors of Swans & Dubai Burj Who is right: Buffet or Gross ? 17.5 % Taxfree deposit for 30 years, interested ? Capital Protected Products : Look before you jump

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