Iron Awe

For the last month financial market commentary, when not discussing the merits of Bitcoin, has been focused on how the tech sector which has lost its performance lead and the rotation from Growth to Value has accelerated, triggered by rising bond yields. However, if...

Exploring Current Market Psychology

Like a high school essay, let’s outline a thesis statement at the very beginning of this note: Anybody with the conviction, the capital and the aptitude should be able to access and participate in financial markets. Furthermore, investors should always take their own...

Investing in India

The human brain is a funny thing. There is a psychological phenomenon called the mere-exposure effect, a type of familiarity bias, where people tend to develop a preference for things merely because they are familiar to them. In investing, this manifests in many ways...

Spicks and SPACs

The equity market is the subject of a lot of polarization at the moment. In the minds of many vocal commentators, everything is either the next “big bull run”, or another sign of a bubble. Valuations are either stretched beyond any reconcilable logic, or they are...