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Reversals in Crude, Implications of Midterms and Earnings

Nov 12, 2018

In investing, what is comfortable is rarely profitable – Arnott 1954 A Holiday Gift for Investors The rapid decline in crude oil prices is a direct boost for businesses and consumers, and particularly for India as a crude oil importer. Brent crude is at the lowest levels it’s been since May 2018, with prices down…

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L, U Or V

Oct 29, 2018

We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful. – Buffett Massive Selling Occurred in Early October But Is Abating September and October have witnessed the largest selling of equities over the past couple of years. Of late, the selling has abated. Meanwhile, the selling…

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Bleak Global Policy and Macro

Oct 15, 2018

The most important thing is to have a sense of where we are in the business cycle – Howard Marks Global Adverse Central Bank Policy, a Strong Dollar and Crude Amidst clear signs that the Fed is planning to continue to hike interest rates this year and next, and withdraw liquidity, developed markets caught the…

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General Elections FY19

Oct 8, 2018

Attractive Times for Investing for Long Term Wealth Generation While CY17 was a secular bull-run for equities, YTDCY18 has proved to be starkly different with sentiment nowhere near the euphoria of the last year. Arguably, valuations, global liquidity, trade conflict, rising interest rates and crude oil can be attributed as root causes. However, while post…

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