Hey the US markets were booming in 2007 and it is booming again in 2013. Is there a take away? Is the 2013 boom the same as 2007? is there a learning to be had from the previous time? Well 2008 – the bad news about Europe was surely not in the price. The other […]

Read More →

Let us consider 2 investors A and B (I thought a long time before choosing A and B was wondering whether to use real names, then thought it does not matter!). They both have the same income, went to the same school, married similar girls, have similar risk tolerance levels…well they are almost twins. A […]

Read More →

Osama is dead and Obama is rejoicing the murder. Surely 10 years ago – 9/11 Osama was rejoicing. Is there a difference between the two reactions? Well I do not know…. Taliban moved into the American airspace with American aircrafts….nobody in the USA knew about it…obviously. Obama moved into Pakistani territory, 30 km from Islamabad, […]

Read More →

I would have called this a million dollar question. However, thanks to this great meltdown, let me call it the Trillion dollar question. The Optimistic view: the world loves a bull market. The world loves a winner. The world loves to see the “good” man win – that is why we pay millions of rupees […]

Read More →

A few hundred calls from friends, relatives, readers….have all had the same question on their lips. “What should I do now?”, “Will the index touch 9000?”, “Should I stop my SIPs?”, “When will the market recover?” Frankly I have no answer to some of these questions. I realise that the real good fund manager (by […]

Read More →

When Jeremy Siegel speaks you listen! Author of the book “Stocks for the long Run” Jeremy is surely one of the investment gurus. He has said a few things in his latest comminque. This is worth listening to. I am producing it as it is, and (1) is not even relevant to you and me […]

Read More →