Investing is the intersection of economics and psychology. –Seth Klarman The complete absence of fear is the perfect setting for the advent […]

Are macroeconomic trends and stock markets really connected? Many people think not. The stock market deceives many with the impression that it […]

Mergers and acquisitions are the buzzwords all around us. Businesses seeking rapid growth in a recovering economy clearly prefer to grow inorganically. […]

Iwiz: When euphoria is near, it is the time to fear. Quick edit: Good times bring their own subset of problems. For […]

“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham We always believe it is […]

“Things always become obvious after the fact – Taleb.” Short-sightedness stops us from looking far enough. Often, we miss the big picture […]

“What makes the desert beautiful is that somewhere it hides a well.” Investors mostly believe that wealth is created through better performance […]

Bargain hunting is a constant pursuit. Thats the only way it works. Managing expectations is an art. Mastery over this art determines […]

The investor’s tool kit – a cool head, adequate liquidity and a strong urge to buy good stocks. Data is increasingly a […]

Quick edit: A sub $90 pricing for crude oil. Just what the deficit warriors ordered. The trajectory of India’s economic recovery is […]

“The challenge in life is knowing what’s next.”– Walter Schloss. Quick edit: Calibration is not a word often associated with equity investing. […]

“What makes the desert beautiful is that somewhere it hides a well.” Invest speak: The commodity super cycle played itself out over […]