Blog
When “What Worked” Becomes “What Hurts”: The Gold/Silver Chase Trap
AMFI’s January 2026 mutual fund inflow numbers are a fresh reminder that investor psychology doesn’t change easily: money keeps rushing…
Are Investors Switching At The Wrong Time Again?
February saw an important switch in investment flows. After a long phase of persistently selling Indian equities, Foreign Institutional Investors…
Gold Fever
The latest AMFI data from January reminds us that mutual fund investing remains largely hindsight-driven. Surprisingly, net inflows into Gold…
On Extremes and Resets
Valuation excesses, when they happen without fear or worry, are only waiting to be disrupted. The current year began with…
The ₹1 Crore Journey: Large, Mid and Small Caps from 2018 to 2026
The Case Against “Chasing” Small Caps Imagine three investors, each with ₹1 crore to deploy in January 2018 (Peak of…
Sell Right, Buy Right
The sharp swings in the market strongly underline a lack of direction. Investors have been caught off guard too many…
The Quicksilver Crash
The sharp correction in gold and silver happened just when the retail consensus to invest in them was at its…
Taking a Hard Look At Yields!
2025 was a rough year for fixed-income investors. FD rates plummeted with each rate cut from the RBI, and bond…
Uncomfortable reset
Indian equities are undergoing a healthy but uncomfortable reset in the broader market even as the headline Nifty 50 index…
The FOMO Decisively Shifts
The sharp single-session fall in small-caps and mid-caps raised quite an alarm. Seasoned investors are wondering if this dip will…
Categories
- The Wealthy Millennial
- Shyam Sekhar
- Senthil Manikandan
- Sanjay Kumar
- Samyuktha Vibhu
- Rham Saravanan
- Podcasts
- NRI Special
- Note from the desk of the founder
- Monetary Policy: RBI monetary policy posts
- Market Wrap
- Kairos
- ithoughtpms
- ithoughtplan
- ithoughtadvisory
- ithought in the News
- Insurance
- Harshil Nichani
- Fundamentals Of Investing
- Fixed Income Markets
- Finesse
- Estate Planning
- Essence of Planning
- Economics made simple
- Contrarian Investing
- Blogs
- Aswin Kumar
- ACE