Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
5 Mantras For 2019
https://soundcloud.com/ithought-advisory/5-mantras-for-2019 Podcast Transcript 2018 is turning out to be a difficult year for many among us. Most investors have not seen […]
Stay Convinced
Being Contrarian is never easy. Most of the time, the Contrarian makes choices that are very different from the consensus. Given that […]
New Year Blues
The month of October ended on a positive note for the markets. Trends seem to be indicating that the economy is doing […]
There Is More To Investing Than Returns
https://soundcloud.com/ithought-advisory/there-is-more-to-investing-than-returns Podcast Transcript There is more to investing than just generating returns. There has to be a larger purpose. Investing is […]
Chinese Bamboo
Have you ever tended to a garden? As a gardener, you would ensure that your plants get enough sunlight, water, and nutrition. […]
Avoid Recency Bias
Recency bias hurts the most when a bull market ends. We tend to buy investment ideas which did very well in the […]
Validating Advice
https://soundcloud.com/ithought-advisory/validating-advice Podcast Transcript Every portfolio often needs validation. Our ideas are constructed in a particular context and we find that soon thereafter […]
Debt Note: A New Stance
Investment Strategy: The RBI’s stance of calibrated tightening indicates that rate hikes are possible but not mandatory. As investors, it is important […]
Concentration Risks Return
The crack in US markets was long coming. Lest we forget, this is America’s longest bull run in history and their economic […]
When Greed Bests Fear!
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets […]
The Opportunity in Crisis
https://soundcloud.com/ithought-advisory/the-opportunity-in-crisis Podcast Transcript: Clearly, our markets have walked into a crisis we could have avoided. It was in good measure… our […]