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The Hardest Thing

Jul 8, 2019

“Even the intelligent investor is likely to need considerable will power to keep from following the crowd.” – Benjamin Graham PMS Quarterly Performance – Olympians Large Cap Portfolio Olympians is Up +14.4% YTD, +6.3% QTD, and +17.5% CAGR Since Inception Olympians delivered 14.4% YTD, 6.3% QTD return in the quarter ended June 30th, 2019, outperforming…

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Union Budget FY19-20

Jul 5, 2019

Key Budget Takeaways The Finance Minister highlighted the progress achieved over the past five years via structural reforms, low inflation, an institutionalized process for bad loan recovery that has recovered 4 lakh crores already and reduced NPAs by 1 lakh crore over the last year, a healthier public sector and corporate banking sector, transparent and…

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Imponderable Risk

Jun 24, 2019

“Headlines, in a way, are what mislead you, because bad news is a headline, and gradual improvement is not.” – Bill Gates Imponderable Risk Pushing a country to the edge can lead to unpredictable and unexpected outcomes, and unnecessary risks for the global economy. Post the Iranian take down of the U.S. drone, Tehran has…

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Glass Remains Half Full

Jun 10, 2019

“I don’t know where the stock market is going, but I will say this, that if it continues higher, this will do more to stimulate the economy than anything we’ve been talking about today”– Alan Greenspan Bullard and Powell Signal Fed Ready to Act and Rate Cuts Ahead We’ve made the case for months that…

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