NEW YORK (Fortune) -- Regarding the train bombings in Mumbai, not a lot of effect on the Sensex, essentially India's Dow. In fact, today that index is up almost 3 percent. Terror has become rote?....With all the violence in the world, where the hell is the U.N.???

INFOSYS: Speaking of India, let's talk about this subcontinent juggernaut for a moment. The company, based in Bangalore, just announced that its earnings are up 44 percent. Yow! Hotter than vindaloo. (Boosted the Indian market today.) Can you say technology outsourcing? Does that make you mad? You could have just gotten even! Stock has gone from $16 to $78 in 2001. Now this is an expensive stock and it has a market cap of $21 billion. Stock trades here, ticker INFY (Charts). At some point this stock will hit a major downdraft, but over time it's a good one.

WOLVERINE: One of my favorite tickers, WWW (Charts), (which meant absolutely nothing 15 years ago...) Out of Rockford, Mich. (As in Wolverines, get it? Actually company traces its roots back to 1883... so it's unclear how it is linked to U. Mich.) They make work boots, of course, and also Hush Puppies, Merrell and Sebago. The company said its second-quarter profits rose more than 7 percent, and it raised its estimates for all of 2006. These are some hot shoes people. If the shoe fits! I like it...

SYCAMORE: Ah, remember when this was a hot stock? Back in 2000, when it was streaking for $200 a share? Stock (Charts) is now just under $4. The Wall Street Journal reports that a memo revealed in a lawsuit by a former HR exec shows employees at the company were up to their ears in back-dating stock options... that they apparently knew it was wrong, but nevertheless were changing dates of when employees started at company and promising them strike dates at the low point of the quarter. Yikes! What we have here is toxic. And a shock. Avoid.

LOOSE CHANGE: My new favorite brokerage report comes from Morgan Stanley. It says: "Burger King: Overweight"... Speaking of Morgan Stanley, did you see that Stephen Crawford (formerly of) is back in the game? New firm is Centerview Partners. Go Crawdaddy!... New album with guitar whiz John Scofield is awesome: "Medeski Scofield Martin & Wood...

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E-mail Andy Serwer at serwer@fortunemail.com

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