The Quarter ended – Oct, Nov and Dec 2011 will perhaps see the worst results. This is because this is the Q that will see the full impact of high interest rates, the worst economic data (cause and effect are very difficult to know), bad mood, …etc. When these results are announced, people’s worst expectation [...]
‘The biggest risk in a portfolio is the portfolio creator’s inability to understand risk’ I have no clue whether Mark Twain, Warren Buffet, Peter Lynch, Taleb, or anybody else has made this statement…if they have not, here is a original statement from Subramoney. As originals are very rare, please remember you read it here first. [...]
Warren Buffet is a great investor, and a great CEO for Berkshire Hathaway. He regularly makes very profound investment statements regarding the investment world…and the other managers. One of the statements attributed to WB is: ‘When all you have is a hammer, the world looks like a nail‘. This is easy to interpret. Take [...]
Moodys downgraded one tranche of SBI’s borrowing…but the Indian Media has downgraded SBI!! Amazing what lack of training can do. One small tranche of US $ 400 million borrowing has been downgraded by Moodys (which can do no wrong, because Warren Buffet is a shareholder) to D. However, rest assured this is surely a cheap [...]
We saw how your brain makes you do things which are bad for you as an investor….let us see how to combat it. Importantly, read these aloud and repeat it a zillion times, maybe everyday before you even SEE your portfolio: 1. I will invest in education much before I invest in the markets: Nothing [...]
http://www.subramoney.com/2011/06/investing-books-the-must-read-types/ Many people keep asking me for a list of books to read – books on investing. I had put together a list and I do keep making some changes in them…so instead of making a list again I have put the link to the same article. Books [...]