Yearly Archives: 2014

Budgets Come & Go

When euphoria is near, it is the time to fear. Investors have one perpetual weakness. We actually lack the ability to handle growth. When investments return big, portfolios grow. Investors are often unprepared for portfolio growth. Talking of preparation, investors often get very disturbed by success. In fact, success affects…

India Unbound

“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions. “–Seth Klarman The markets always love strong medicines administered on the economy. The bitter they are, the better for the markets. Raising fares, dropping subsidies, removing doles, removing roadblocks…

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