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Mutual Funds
How the Mutual Fund Total Expense Ratio (TER) works
A deep dive into the nuances of mutual fund expense ratios. We discuss the hidden costs of owning a mutual fund, explore various trends, and how costs can ...
Personal Finance
Plan less, Live More
Conventional financial planning works well when we have perfect information about our financial future. Few in the real world have that luxury. We don't know ...
General
[Newsletter] FPIs buy in May, Market Overview and 5 Good Reads
Nifty 50 continues its march ahead towards its ATH mark with yet another weekly positive close. Gold and Silver also ended strong while crude corrected by ...
General
Podcast: How arbitrage funds might have systemic risk on a tax-rule change
"If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck", goes the saying. Arbitrage mutual funds are actually taxed ...
Commentary
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 ...
General
[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 ...
General
[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 ...
Concepts & Tutorials
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 ...
Premium Portfolio
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 ...
General
[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 ...