Compounding life, one day at a time

My Latest Posts

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  • Why Brazil Matters!
    We woke up this morning with an innocuous headline about the Brazilian elections. The incumbent leader Lula had defeated his pro-American opponent Bolsonaro to retain power for a record fourth…More
  • The New Gospel!
    Yesterday, the AMFI published its monthly report for the month of September 2026, and one thing stood out which also drew a lot of media attention- the cumulative AUM under Small Cap…More
  • Cost of Capital is Rising, and how!
    There are two types of people in this world right now. One, who look at the US equity markets and think that things are still strong and will turn out…More
  • Sell, Regret & Get Rich- Episode 3
    I am sure we are collectively experiencing Deja-vu all over again. The US had been attacking Iran daily to which Iran and now the Houthis have responded in kind; the…More
  • The Great Unravelling
    This year began with the high hopes of an everlasting AI revolution- one which will change the way humans lived and conducted their lives. Half-way through the year and we…More
  • The Art of the Deal and a Missing War
    Here we are on day 46 of the US-Iran conflict with the Strait of Hormuz firmly shut under a double blockade and the US markets about to hit 6950 on…More
  • It’s an Avalanche!
    I believe some of you might have seen a reel wherein a group of tourists are having breakfast in scenic mountains, and some snow begins to move. For the first…More
  • Oil on the Boil
    Six years ago, on Sunday, March 8, 2020, Saudi Arab decided that it has had enough with its OPEC partners and declared that it will flood the world with oil.…More
  • Winter is Coming!
    It took me a month to write this blog because I was grappling with a complex puzzle- Where we are in the current market cycle and Which previous cycle does…More
  • Sell, Regret and Get Rich:  Episode 2
    In my last post, I had outlined my idea of being bearish on the markets and reasons thereof. Since then, we have had some correction in the Indian markets and…More

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