Remember “musical chairs”, the game played in your childhood. Investing in bull markets is very similar. It is only when the music […]

How should we approach investing in 2015? First, we should look beyond 2015. 2015 will only see the groundwork being laid for […]

2014 was a blockbuster year for equity investing. It played out like a film script. 2014 was born out of pessimism. Markets […]

The big picture of the economy doesn’t change every weekend. Unlike the cinemas which keep shifting the big picture every week, the […]

Fear returns exactly when nobody expects. Bad IIP numbers, widening deficits and a weaker rupee are seen as provocative symptoms. Doom saying […]

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 […]