The index is lying to you (a little)
As of yesterday, the NIFTY 500 index is just 4% below its all-time high. This should indicate a typical bull market. But somehow, the market sentiment “feels” gloomy. Generally, market data determines the sentiment. But sometimes you need to start with sentiment and then dig into the data. So, we dug under the hood. We […]
Forget market timing and stock picking, this matters more
What matters more than market timing and stock picking Sometimes, in investing, we spend far too much energy to find the “best” stock and figuring out the right timing to invest. It feels like these choices should matter most. After all, they are what everyone talks about on twitter, tv, and telegram. I used to […]
Three orders of thinking
First Order Thinking Like most people, I’m fascinated by what AI can do today and what it might enable tomorrow. NVIDIA is making huge profits, Microsoft is embedding AI everywhere, and ChatGPT is now part of everyday routines. So my initial thought is: AI is revolutionary → AI companies will make money → Buy AI […]