The blow up of a US hedge fund has resulted in WhatsApp university offering many courses on what went wrong with Bill Hwang and Archegos.

The expensive valuations have been sustained by strong rebound in corporate earnings which led to ~8% upgrade in FY22 Nifty EPS since October 2020.

We believe the interest rates are likely to have bottomed due to inflationary pressure, large government borrowings and normalizing credit growth. Hence rate sensitive sectors should be avoided in our view.

As markets make new highs, one gets more emails and messages, which highlight the accomplishments of traders who have found a formula for making money.

Data does not seem to convincingly prove that short periods of high returns are always followed by meagre returns. Only in 4 instances, we had negative returns in the subsequent year.

Since September end, Bankex is up 16% with large banks like ICICI Bank, Bandhan up 20-27%, Housing Finance Companies like Repco, LICHF, PNB Housing are up 50%-100% from their six-month lows.

Morgan Housel’s 'The Psychology of Money' explains in detail the role of human biases in investment decisions.

SIP is a good investing methodology for investors. The key proposition is its simplicity.

What has happened in recent past that has turned the pitch for the option writers? Higher volatility.

Everyone is grappling with contrasting set of numbers – Rising Nifty, Falling economic data. This is on account of low interest rates and liquidity.