Deepak Shenoy » Capitalmind - Better Investing

Portfolio: Year-End Entries to Close a Rough Year, Though Not Too Bad For Us

Firstly, here’s wishing you an awesome 2016 ahead! We end the portfolio with about 17% returns which is not all that great but it’s been a rough ...

Deepak Shenoy

Dec 30, 2015

5 Charts in the RBI Financial Stability Report That Might Shock You

Here’s Five Charts in the RBI Banking Financial Stability Report that are worth a look: 1. India Was Biggest Hit in 2013’s “Taper ...

Deepak Shenoy

Dec 29, 2015

Macronomics: How the Current Account Deficit Reveals The Dark Picture For The Rupee in 2016

A Macro look at the Current Account Deficit (Data from RBI’s July to September 2015 data release) reveals how the trends indicate big rupee stress ahead. ...

Deepak Shenoy

Dec 28, 2015

2015 Ends At An Inflation Adjusted Nifty Even Lower Than 2010

If you’re invested in the Nifty, you might think, that at 7,900 it’s way higher than the “highs” of 6300 in 2007. In reality, though, ...

Deepak Shenoy

Dec 28, 2015

Hilarious Chart Patterns: A Puking Pony, a Hunting Dinosaur

Some Sunday Goodness in Charts. Years ago, we had discovered the Middle Finger Pattern: Which, as you might have guessed, isn’t an actual pattern! Since ...

Deepak Shenoy

Dec 27, 2015

Charts: India’s Current Account Deficit at -1.6% of GDP, But Worry Is Slowing Fund Flows From Abroad

India’s Current Account Deficit is at -1.6% of GDP as it comes in at -8.2 Billion Dollars for the quarter ended in September. This has been a rising ...

Deepak Shenoy

Dec 26, 2015

Optionalysis: Introducing "StratOptions" As We Get 3% More From A Calendar Butterfly Spread

We’ve been talking about writing options to generate income and a recent strategy – discussed, created and managed on Slack – gave us yet ...

Deepak Shenoy

Dec 24, 2015

Charts: Nifty Hugely Underperforms Mid and Small Caps Since October

What’s interesting in the last two months has been the massive outperformance of the small caps over the index. Even as the Nifty has recovered from, ...

Deepak Shenoy

Dec 23, 2015

Optionalysis: MA20 Ends 2015 With a 375% Return in 14 Months

We had to correct this post as the trade table was outdated. We’ve updated it here and are re-posting, apologies for the ...

Deepak Shenoy

Dec 23, 2015

The Folly of Short Term Predictions by Udayan, and Why We Think He's Not Altogether Right

We have a winner! Udayan Mukherjee on TV18: If there’s one thing which I’ve learnt, and perhaps the only thing, is that these things which are said ...

Deepak Shenoy

Dec 21, 2015

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Portfolio: Year-End Entries to Close a Rough Year, Though Not Too Bad For Us

Firstly, here’s wishing you an awesome 2016 ahead! We end the portfolio with about 17% returns which is not all that great but it’s been a rough ...

5 Charts in the RBI Financial Stability Report That Might Shock You

Here’s Five Charts in the RBI Banking Financial Stability Report that are worth a look: 1. India Was Biggest Hit in 2013’s “Taper ...

Macronomics: How the Current Account Deficit Reveals The Dark Picture For The Rupee in 2016

A Macro look at the Current Account Deficit (Data from RBI’s July to September 2015 data release) reveals how the trends indicate big rupee stress ahead. ...

2015 Ends At An Inflation Adjusted Nifty Even Lower Than 2010

If you’re invested in the Nifty, you might think, that at 7,900 it’s way higher than the “highs” of 6300 in 2007. In reality, though, ...

Hilarious Chart Patterns: A Puking Pony, a Hunting Dinosaur

Some Sunday Goodness in Charts. Years ago, we had discovered the Middle Finger Pattern: Which, as you might have guessed, isn’t an actual pattern! Since ...

Charts: India’s Current Account Deficit at -1.6% of GDP, But Worry Is Slowing Fund Flows From Abroad

India’s Current Account Deficit is at -1.6% of GDP as it comes in at -8.2 Billion Dollars for the quarter ended in September. This has been a rising ...

Optionalysis: Introducing "StratOptions" As We Get 3% More From A Calendar Butterfly Spread

We’ve been talking about writing options to generate income and a recent strategy – discussed, created and managed on Slack – gave us yet ...

Charts: Nifty Hugely Underperforms Mid and Small Caps Since October

What’s interesting in the last two months has been the massive outperformance of the small caps over the index. Even as the Nifty has recovered from, ...

Optionalysis: MA20 Ends 2015 With a 375% Return in 14 Months

We had to correct this post as the trade table was outdated. We’ve updated it here and are re-posting, apologies for the ...

The Folly of Short Term Predictions by Udayan, and Why We Think He's Not Altogether Right

We have a winner! Udayan Mukherjee on TV18: If there’s one thing which I’ve learnt, and perhaps the only thing, is that these things which are said ...