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Double FOMO

The fear of missing out is inescapable. It usually manifests in a singular way. People get obsessed with one thing. This obsession grows so much that everybody becomes greedy exactly when they must be fearful. They end up buying something without thinking of the valuation, attractiveness or return potential. The…

Investing Defensively

Economy and Stock markets – The current context The economy and the stock market paint two different pictures. Globally, the economic slowdown has been continuous and prolonged since March 2020. Financial markets, however, have recovered from their lows. No one knows what sort of volatility or value destruction to expect…

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