Blogs

Stay Invested

Are macroeconomic trends and stock markets really connected? Many people think not. The stock market deceives many with the impression that it is not really connected to the real economy. One can’t be more wrong believing that the markets don’t work on economic logic. Markets are closely tuned to economic…

Think Beyond the Present.

“What makes the desert beautiful is that somewhere it hides a well.” Investors mostly believe that wealth is created through better performance of financial instruments. Therefore, when instruments fail to deliver, investors take the easy way of blaming the instrument. Faulting the manager is another common response. Investors mostly overlook…

Time to Calibrate

“The challenge in life is knowing what’s next.”– Walter Schloss. Quick edit: Calibration is not a word often associated with equity investing. Yet, calibration remains the essential tool in every serious investor’s toolkit. Knowing what to buy is one thing. Many investors know their winning ideas quite well. Yet, they…

Commodities Crackle.

“What makes the desert beautiful is that somewhere it hides a well.” Invest speak: The commodity super cycle played itself out over the past decade putting the user businesses under severe stress. Margins of commodity user industries experienced a sustained squeeze as businesses struggled under the load of rising interest…