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4402 ArticlesDeepak Shenoy

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SmartCap: A Rapid Rise in [Stock] Shows A Multi Pronged Play

Here’s our second (apologetically, since we should have more) post on “Smartcaps” – Our crowd-sourced portfolio. These are stocks many ...

Charts: India's Foreign Trade Contracts Severely at -28% But The Base Effect May Wear Off From Next Month

The worldwide slowdown is quite real, apparently, as India’s imports and exports contract substantially over the last November. However, this might be ...

Portfolio: New Entries As The Nifty Heads Over A New Leaf

We’ve added a few stocks recently and here’s a ...

The Economics of the Bullet Train and Whether It Makes Financial Sense To Take a 0.1% Loan

Is the Ahmedabad Mumbai Bullet Train an acceptable investment? The deal is: The press release says Japan will loan India Rs. 79,000 cr. for 50 years at 0.1% No ...

Optionalysis: Another Move In the MA20 Might Indicate A Nifty Swing

The MA20, our proprietary indicator that measures  market breadth, shows up another trade: A long trade this ...

Charts: The Nifty Sees The Lowest Monthly Volatility Ever, And Very Few "Rip Your Face" Rallies

What we have been seeing is the market going steadily down or up. A 1% move is considered “big” nowadays. But it’s not really big, is it? The ...
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On Slack: Havells misadventure, New Aviation policy, IPO market in 2015, Economics of GST, Mother of all bull markets, New High – New Low Index, Suckers Index and more…..

The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...

Optionalysis: The Stock Option Liquidity Matrix And The Rules of Trading An Illiquid Market

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Chart: CPI Inflation for Nov 2015 at a 13-month High of 5.41%

Consumer Price Inflation for November 2015 came in at a 1 year high of 5.41%, riding largely on the back of high food inflation. Here’s the situation in ...
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Video: Howard Marks on Risk, Passive Investing, Consistency and Not Overpaying for Good Companies

Howard Marks gave a pretty awesome speech at Google. (Thanks @uptickr )   The points he makes are very interesting, and they’re all the “most ...
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