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Month: May 2023

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Certainty is absurd

Disclaimer: This post is a question without an answer. It is also not about investing. In the winter of 1799, George Washington, the first President of the ...

[Newsletter] Market Overview, Nikkei breaks out & 5 Good Reads

Nifty 50 is up 14% over the year and like most of the rallies, this is a rally of disbelief as well. Crude is now around $76 a barrel which is a cool 35% lower ...

[Newsletter] Market Overview, Capitalmind Portfolios & The Striding Man

Nifty 50 had a flat-ish week as it lost 1% to close at 18203. With the recent announcement on withdrawal of Rs 2000 notes, there maybe some volatility in the ...

The Curious Case of Assets That Live Too Long

This post explores the tricky world of accounting, and highlights how some businesses manipulate the “useful life” of their assets to inflate profits in ...

The Ebb and Flow of Momentum and Low Vol – May ’23 Update

The 2nd 2023 quarterly rebalance of the CM Low Vol portfolio went out to Capitalmind Premium and CM Low Vol smallcase subscribers yesterday. This post covers a ...

[Newsletter] Sell in May & Go Away, 5 Good Reads and a Quiz!

It was was rather flat week except for Silver which fell ~4%. Crude has cooled off nicely since its spike from Russia-Ukraine war and the impact is also ...

Wealth Letter May 2023: Much more to go, much more to do

  April showed us early signs of happiness in stocks, with markets cheering  the RBI not increasing interest rates and in general better earnings. Surge ...

[Newsletter]: GST collection breaks record, Market Overview & More

USDINR and Nifty 50 are both going strong but today, they are where they were last week. Gold is super strong and it inched up another 2%. Crude is weak this ...

Quick Look: Markets in April 2023

Markets in April 2023 April was a good month for stocks across the board. Nifty was up 4% and as a result is almost even for YTD 2023 Midcaps and Smallcaps did ...

[Podcast] Here’s why taxes impact your investing decisions

 “Taxation is the price we pay for civilisation,” as the saying goes. But what happens when the price tag keeps going ...