I know we are well and truly into the new year, but I still think that it’s not too late to share our piece for 2022. Let me take this opportunity in wishing you, your family, your loved ones and all of us a very Happy New Year. Let me begin with something we have […]
An era can be said to end when its basic illusions are exhausted. – Author: Arthur Miller Two very different set of top performers (true legends of their own field) have traversed some sort of parallel journey; FAANGs and the KHANs. FAANG stands for the contemporary tech giants ; Facebook (now Meta), Apple, Amazon, Netflix and […]
Perils of Optimism ‘the feeling that good things are more likely to happen than bad things’ This is how Cambridge dictionary defines optimism. Most of us are wired to stay positive. That’s what self-help books, YouTube videos, Good morning messages on WhatsApp try so hard to do. It actually makes lot of sense as well. However, when it comes to investment, it can […]
‘Inflation, yet again ? We have had enough of it’. Well, you would be justified to think so. We had indeed written about inflation in one of our earlier newsletters : Inflation, Investing & Charts. We had then written about how the current global inflation, especially in US was at its historic highs. So, why are […]