Behavioral Finance
Gambling, Life and Investing
Many of you liked last week’s post “The Rise of Investainment”. Hence, I was encouraged to continue the train (or chain if you prefer) of thought with yet another one. Howeve ....
Read More
April 25, 2023 | 5 Minute Read
Behavioral Finance
The Rise of Investainment
It’s hard to miss all the investing advertisements during IPL. It’s even harder not to get confused among the terms investing, trading and playing (aka gambling). It seems like ....
Read More
April 18, 2023 | 7 Minute Read
Behavioral Finance
Forever Bullshit
No One Knew A Thing. No One Knows A Thing. And No One will Ever Know a Thing (About the Future).Do these lines come across as Audacious?Audacious or not, these lines are the unvarn ....
Read More
April 4, 2023 | 5 Minute Read
Behavioral Finance
The Lessons
Last week, the news cycle was all about Silicon Valley Bank (SVB).Within a week now, the spotlight has been taken over by Credit Suisse. And this is an institution that has been ma ....
Read More
March 21, 2023 | 7 Minute Read
Behavioral Finance
The Black Swan Season
Source: DALL-E /Open AI
It’s raining Black Swans.They are everywhere.By now, I don’t think I need to explain what a Black Swan event even m ....
Read More
March 14, 2023 | 5 Minute Read
Personal Finance
Be Less Wrong
An executive (Vishal – name changed) of a portfolio manager recently sent me the following WhatsApp message.
Additionally, he made a remark that I reproduce here – “This i ....
Read More
March 7, 2023 | 7 Minute Read
Behavioral Finance
The Worst 20 Days
Missing the Best 20 days is one of the most favourite charts in the asset management space. I am sure you would have come across this at some point of time whether in a presentatio ....
Read More
January 10, 2023 | 5 Minute Read
Behavioral Finance
The Worst Market Timer
This is a slight deviation from many of my previous posts. In that sense, this post will have many numbers in it. But I will try to make it interesting without you really getting d ....
Read More
December 13, 2022 | 5 Minute Read
Behavioral Finance
What’s the Real Problem?
I had written one of the ideas of this post in a previous Nano, but it is so powerful and in sync with the thoughts I wanted to write on this week, I thought of covering it again. ....
Read More
September 27, 2022 | 5 Minute Read
Behavioral Finance
The Missing Diagnosis
Let me make a bold yet true statement. The majority of investor portfolios today are a complete hodge-podge of products (as depicted in the first part of the sketch) ....
Read More
September 20, 2022 | 4 Minute Read
and then tap on