Behavior Gap
Today we are going to talk about an important concept called “Behavior Gap” and why it is so important for all investors to be aware of this. I really wish I had known this early in my career. Whenever I refer to... Read More →
Blog
Greed and Fear – Disposition Effect
It turns out that there are specific names for the behavioural patterns that I have described in my earlier blog which you can read here. Over the next four blogs I am going to break down greed and fear into four specific behavior... Read More →
Greed and Fear – Making of a Bubble
The two most basic instincts of humans from the days of Adam and Eve. Adam was greedy and got tempted by the apple. And then fearful because he knew he would have to pay for his greed. These are our primal emotions.... Read More →
Magazine Covers and Financial Markets
Now when I say you should not focus on external events, it does not mean that you should go and live in a cave and shut yourself from the rest of world, because that is only way you will be able to... Read More →
Policy makers have no end game or Dont fight the Fed – Whatever it is, this time its not different !!!!!
Policymakers have no endgame, markets do. Stan Druckenmiller Don’t fight the Fed – Old saying on Wall Street So how do we reconcile the two. Like debates between efficient markets and mispricing, like Eugene Fama and Bob Shiller, both these are right... Read More →