One thing about market falls (crash as the media loves to call it) is that it happens when people least expect it. Funny, even in case of somebody’s death the immediate reaction is one of disbelief – whether the person is 40 or 90 years of age. Let us see what was said about the […]

Let me start with the usual caveat. I have no clue how long will the bear market last. However I am doing this article for you to learn from history. Let me warn you once more – the greatest learning from History is that we don’t learn from history. So with these 2 caveats, lets […]

Let me tell you what I learnt from every crash that I have gone through….and remember when I was an Equity broker, my annual income would fall 90% – NINETY PERCENT, yes you heard it right. Buy and Hold does not work UNLESS you have patience – Suppose you had bought a good company like […]

One thing to constantly ask oneself is – a) could we have known this and b) how did we react to this ‘knowledge’ Let me be brave and say there were signals, but we did not know how to react. Let me give you an example from a visit to Tadoba (a forest with tigers). […]

With a 20% fall in the indices we briefly touched bear territory. You can now be sure that many large cap funds will claim that in the last quarter they have generated alpha. For all I know they may have beaten the index. If you were over weight say Bharti airtel and did not have […]

Do you think these are the worst 4 words in investing? I do not think so. I think it is “Our backtesting shows that” ! However 2020 is different from the previous drawdowns that we have seen – the vicious ones like 2008, or even 1992. I am talking about Sensex – and so will […]

this was first published in Cafemutual’s magazine…I thought my readers should also have a benefit of this Fund manager’s writing….who is he? Well see at the bottom. If you want more details Google. If you want benefit of his work, invest with him….!! read on….. Just two months ago we were roaring with you, dear […]