Home » Promod Radhakrishnan

Promod Radhakrishnan

Promod Radhakrishnan is a 10 year veteran of the financial services industry, with a background in wholesale banking, investment banking and risk management. He is also passionate about technology solutions and process optimization for the industry.

Being an active investor for over 10 years, Promod's key areas of focus are macro economics and sectoral analysis (financials, technology). Avoiding technicals, Promod loves to focus on macro trends and company fundamentals and valuation . Most of his opinions are macro in nature, though he does bet on individual stocks based on the above mentioned focus areas.

Promod Radhakrishnan's Latest Articles

Regulations, Risk Management, and a Cure for Financial Sector Ailments
on Sep 18, 2008
Paulson's Rescue Act: Better Risk Management Regulations Required
on Jul 14, 2008 about FRE, FNM
The Self-Defeating Oil Surge
on May 25, 2008 about FSLR, ESLR, DBO
Focus Shifts Away from Financials
on May 12, 2008 about C, KO, MRK
Have We Bottomed Yet?
on Apr 08, 2008 about IXJ, DIA, IYE
The Bear Stearns Saga and the Fed's Dilemna
on Mar 16, 2008 about BSC
A Sensible and Refreshing Move from the Fed
on Mar 12, 2008 about FRE, C, FNM
Can the Fed Really Afford to Cut Another 50-75 Points?
on Mar 02, 2008 about DIA, IVV, IEF
HANS and CROX Are Here to Pump You Up
on Feb 19, 2008 about CROX, HANS
Time to Regulate the Debt and Equity Rating Industies
on Feb 11, 2008
A Rare Buying Opportunity in the Tech Sector
on Feb 06, 2008 about GOOG, MSFT, AAPL
In Dire Need of 'Positive Economics'
on Jan 20, 2008 about C, MBI, ABK
Six January Value Plays to Warm Your Portfolio
on Jan 15, 2008 about AMGN, CTSH, MBI
A Volatile January for Financials, Healthcare
on Jan 13, 2008 about AMGN, AXP, ABK
My 2008 Investment Prognosis
on Jan 11, 2008 about C, BMY, AAPL

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
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Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
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