Time to show character.
Iwiz: When euphoria is near, it is the time to fear. Quick edit: Good times bring their own subset of problems. For […]
Focus upon investment behaviour.
“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham We always believe it is […]
Liquidity distorts. Stay cautious
“Things always become obvious after the fact – Taleb.” Short-sightedness stops us from looking far enough. Often, we miss the big picture […]
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 […]
Lower expectations.
Bargain hunting is a constant pursuit. Thats the only way it works. Managing expectations is an art. Mastery over this art determines […]
Believe in the recovery.
The investor’s tool kit – a cool head, adequate liquidity and a strong urge to buy good stocks. Data is increasingly a […]
Raise allocations to financial assets.
Quick edit: A sub $90 pricing for crude oil. Just what the deficit warriors ordered. The trajectory of India’s economic recovery is […]
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. […]
Commodities Crackle.
“What makes the desert beautiful is that somewhere it hides a well.” Invest speak: The commodity super cycle played itself out over […]
Bet On Growth.
“Success is 20% Skills and 80% strategy.”- Jim Rohn Quick Edit: America’s QE is not just the world’s worry. It is the […]
Bet on the recovery
The market has a mind of its own. It won’t go down because investors want it to. So what if you missed […]
Is Your Investing GPS Working
“Most people never run far enough on their first wind to find out they’ve got a second. -William James” When the […]