INSANE: Ruchir sharma - The Real Truth

Ruchir Sharma’s India scorecard: How it fares on his 10-rule benchmark

Ruchir Sharma says India remains a middling investment story rather than a clear outperformer, with strengths in demographics, inflation and currency stability offset by weak private and foreign investment, high valuations, regulatory intervention and concentrated billionaire wealth. His broader view is that India “consistently disappoints the optimist and the pessimist,”…

The Economic Times · Sep 28

Spiking oil prices jolt U.S. bond yields past 5%, threatening to set off a vicious cycle of debt just as the Fed is expected to hike rates

The 10-year topped 5% for the first time since 2023 as the war in its seventh month chokes oil supply — with the U.S. debt above 100% of GDP..

Fortune · Sep 14

Stocks are in a late-stage bubble and poised to crash 21% next year, while Treasury yields above 5% will signal a new era of tight money, analysts say

"Most of the factors we consider are at, or close to, levels that have preceded past stock market peaks."

Fortune · Sep 13

Stock Market Today: Nasdaq, S&P 500 Futures Gain Amid December Rate Cut Possibility — Pony AI, Alphabet, Zoom In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs, the earnings and the headline of the story were updated.

Benzinga · Nov 24, 2025

AI Bubble About To Burst? Expert Warns 40% Of US Growth Is Concentrated In Single Narrative: 'America Is Now One Big Bet On AI'

Investor and author Ruchir Sharma believes the decade-long era of “American exceptionalism” is peaking, warning that the U.S. economy has become dangerously reliant on a single technological narrative.

Benzinga · Nov 24, 2025

AI is becoming the ‘magic fix’ as America places ‘one big bet’ on it not being a bubble, market veteran warns

“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma of Rockefeller International.

Fortune · Oct 6, 2025

Trump's Rate Cut Demands Are 'A Recipe For A Bubble,' Says Ruchir Sharma: Points To 'AI Mania,' Surging Equity Markets As Red Flags

According to author, fund manager and columnist, Ruchir Sharma, the Federal Reserve’s much-anticipated rate cut later this month, amid substantial political and economic pressures, risks igniting a dangerous asset bubble.

Benzinga · Sep 9, 2025

Hafta letters: Air India crash, Bihar SIR, speaking slower

A node in the network

Newslaundry · Jul 26, 2025

5 thought-provoking books of 2024

These authors will make you rethink some of the biggest issues of our time

Salon · Dec 31, 2024

This is America's 'fatal flaw' as the US bubble gets ready to pop, market expert warns

“When flying in such thin air, it doesn’t take much to stall the engines. All the classic signs of extreme prices, valuations, and sentiment suggest the end is near.”

Fortune · Dec 22, 2024