https://www.basispointglobalsolutions.com/blog daily 0.75 2022-08-15 https://www.basispointglobalsolutions.com/blog/ten-macro-drivers-of-us-inflation monthly 0.5 2022-08-15 https://www.basispointglobalsolutions.com/blog/the-new-coronavirus-equity-bubble monthly 0.5 2020-08-14 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1592878542582-A61FIEAGMQX33K34OLBG/NKLA.png Latest Articles and Blogs - Is the Coronavirus Blowing an Equity Bubble? Figure 2B: Nikola, shortly after beginning to trade publicly, has soared to a valuation of over $27B, rivaling US car companies such as Ford and Chrysler, despite having no revenues yet, let alone earnings. https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1592878425939-PEL9IIL99P1RBKSZKJIO/Zoom.png Latest Articles and Blogs - Is the Coronavirus Blowing an Equity Bubble? Figure 2A: The small videochat/cloud conferencing app company ZM has zoomed to a valuation of almost $70B during the epidemic https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1592877140737-6PEX3B79WXTF5NEH9093/Figure+1+Blog+June+23.png Latest Articles and Blogs - Is the Coronavirus Blowing an Equity Bubble? Figure 1: The dichotomy between large growth stocks and the rest of the market, illustrated here by comparison with small value stocks. Source: Data from Kenneth French’s website. Cumulative return calculations by author. https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1592880625486-HFRY7DUTGGY5QEWXUNQA/Bubble+Innings.png Latest Articles and Blogs - Is the Coronavirus Blowing an Equity Bubble? Figure 4: The nine innings in a market bubble game bear a passing resemblance to the seven stages of grief https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1592883091905-2RS57JVUTTBQ1WOJYC81/Bubbles+in+history.png Latest Articles and Blogs - Is the Coronavirus Blowing an Equity Bubble? Figure 3: Ten Great Bubbles in History, 1600-2020 Source: “The Role of Narratives in Asset Bubble Formation: The Case of the U.S. Tech Bubble”, by Preston B. Teeter https://www.basispointglobalsolutions.com/blog/spx-3000-challenge-ten-reasons-for-the-market-rally monthly 0.5 2020-07-29 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1586544902449-YM86343VMLWSCFPMT0RU/fullsizeoutput_4ee7.jpeg Latest Articles and Blogs - SPX 3000+ ? Ten Reasons for the Market Rally Figure 1: The S&P 500 is trading at about 18x TTM earnings, even though those earnings are set to plummet. Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1586546130111-8UC7EXHF3PI9OQDYQLIX/sg2020041038882.jpg Latest Articles and Blogs - SPX 3000+ ? Ten Reasons for the Market Rally Figure 2: Both the High Yield (illustrated with HYG) and stocks (SPX) have recovered most of their losses since this time last year. Fed support for bonds may explain much of the HY bond market recovery. Source: Bloomberg https://www.basispointglobalsolutions.com/blog/difficult-choices monthly 0.5 2020-07-29 https://www.basispointglobalsolutions.com/blog/blog-post-one-8w2w3 monthly 0.5 2020-07-29 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1584308121064-JR8SJ9JLJRCKQMHHZZUS/image0.jpeg Latest Articles and Blogs - Why I’ve turned less bearish now https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1584308374581-XOD32WT9U9AQFUZ5CA4F/image1.jpeg Latest Articles and Blogs - Why I’ve turned less bearish now https://www.basispointglobalsolutions.com/events daily 0.75 2020-11-12 https://www.basispointglobalsolutions.com/events/the-emperor-has-no-yield monthly 0.5 2020-11-12 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1605139311983-M3HNZEUQOBOORTGVMMBZ/The+Emperor+Has+No+Yield.png Events - The Emperor Has No Yield (presentation) https://www.basispointglobalsolutions.com/events/global-macro-and-fixed-income-outlook monthly 0.5 2020-09-26 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1600780344021-ZMCZ8I5KTYCG9JIC8MTP/Screen+Shot+2020-09-22+at+9.11.03+AM.png Events - 4Q2020 Global Macro and Fixed Income Outlook https://www.basispointglobalsolutions.com/events/new-challenges-for-aiml-based-asset-management-the-post-covid-era monthly 0.5 2020-08-24 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1597936208234-L8L61UZYIRUVVBSK56ND/AI%2FML+challenges Events - New challenges for AI/Ml based Asset Management - the Post Covid era https://www.basispointglobalsolutions.com/events/practitioners-insights-coronavirus-crisis-and-global-fixed-income monthly 0.5 2020-08-20 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1595988801934-EYUVLGYKWLMZDVNW3840/image0.png Events - Practitioners’ Insights: Coronavirus Crisis and Global Fixed Income https://www.basispointglobalsolutions.com/about-us daily 0.75 2020-08-05 https://www.basispointglobalsolutions.com/latest-updates daily 0.75 2020-08-20 https://www.basispointglobalsolutions.com/products-and-services daily 0.75 2020-08-20 https://www.basispointglobalsolutions.com/contact-us daily 0.75 2025-09-29 https://www.basispointglobalsolutions.com/terms-of-service daily 0.75 2020-09-26 https://www.basispointglobalsolutions.com/expertise daily 0.75 2020-09-26 https://www.basispointglobalsolutions.com/our-team daily 0.75 2025-09-29 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1596594899887-FNG2DS4HYZWNNJKPF91C/Sabapathi_Mani_P_4x6.jpg Our Team - Mani Sabapathi (Co-founder) Mani Sabapathi is a senior investment executive who has overseen investments and risk across a number of asset classes, including Mortgages and Structured Products, Global Bonds, Emerging Markets, US Credit Markets, Credit Derivatives, and Options strategies across multiple asset classes (FX, credit and equity). He has strong subject matter expertise in fixed income, structured products, macro analysis, derivatives, volatility strategies, and quantitative methods (including use of AI and ML for investing). He brings a strong risk mindset (thank you Society of Actuaries) and quantitative background to go along with strong technical training in engineering and computer science. This background helps him be innovative and provocative in investment and risk analysis. He has been sought out by regulators and policy makers (including NAIC, FASB, SEC, Federal reserve and the US Treasury) to provide expert views and help assess policy and regulatory implications. He has also been a frequent speaker at numerous industry and client conferences. See More https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1596594752980-DTYKRSVJU8Y9DL2SMNYN/IMG_3038.jpg Our Team - Arvind Rajan (Co-founder) Arvind Rajan, PhD, is a senior advisor to financial firms, asset managers, asset owners, and governments. He is a financial markets executive with extensive experience in various asset classes, including Emerging Markets, Global bonds, Mortgage and Asset Backed Securities (including Subprime), Structured Credit, and Corporate Debt. His subject matter expertise includes fixed income investment, macro analysis, proprietary trading, quantitative research, derivatives, modeling and risk management. He is also experienced in applying quantitative methods, AI/ML and data science to asset management. See More https://www.basispointglobalsolutions.com/arvind-rajan daily 0.75 2020-11-19 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1596593913102-MO5DG05N6ULKHEZW5QSR/IMG_3038.jpg Arvind Rajan https://www.basispointglobalsolutions.com/mani-sabapathi daily 0.75 2020-09-26 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1596593401341-YCV9F2MPF29AXW78E2MS/ManiSabapathi.jpg Mani Sabapathi https://www.basispointglobalsolutions.com/home daily 1.0 2025-09-29 https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1601222969813-FQIMO9XSJLDLGRG7YV5V/HiDefBPGSLogo.png Home https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1596595975162-IHO0OSP83HQF6W7LGI1Z/ManiSabapathi.jpg Home - Mani Sabapathi Mani Sabapathi is a senior investment executive who has overseen investments and risk across a number of asset classes, including Mortgages and Structured Products, Global Bonds, Emerging Markets, US Credit Markets, Credit Derivatives, and Options strategies across multiple asset classes (FX, credit and equity). He has strong subject matter expertise in fixed income, structured products, macro analysis, derivatives, volatility strategies, and quantitative methods (including use of AI and ML for investing). He brings a strong risk mindset (thank you Society of Actuaries) and quantitative background to go along with strong technical training in engineering and computer science. This background helps him be innovative and provocative in investment and risk analysis. He has been sought out by regulators and policy makers (including NAIC, FASB, SEC, Federal reserve and the US Treasury) to provide expert views and help assess policy and regulatory implications. He has also been a frequent speaker at numerous industry and client conferences. See More About Mani https://images.squarespace-cdn.com/content/v1/5e484932f328ca61e2a4a3f9/1596595881227-N97LR8UOK6EI8FG7ZVV1/IMG_3038.jpg Home - Arvind Rajan Arvind Rajan, PhD, is a senior advisor to financial firms, asset managers, asset owners, and governments. He is a financial markets executive with extensive experience in various asset classes, including Emerging Markets, Global bonds, Mortgage and Asset Backed Securities (including Subprime), Structured Credit, and Corporate Debt. His subject matter expertise includes fixed income investment, macro analysis, proprietary trading, quantitative research, derivatives, modeling and risk management. He is also experienced in applying quantitative methods, AI/ML and data science to asset management. 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