Category: Musings & Rants
What fund managers said and what they meant
Everything is free or almost free. The great cost compression in financial services
I’m full of biases and you’re full of shit
We have a peculiar problem in the world right now.
So you want to invest for the long term?
Bridgewater recently published some research on how geographical diversification can save our asses. The research is really detailed and has some amazing data points.
Pay up!
Ok, here it goes. I’ve been meaning to write about this for a while now and this is a topic which is a bit near and dear to my heart. Let me set the context first, so bear with me, I know you have Netflix and Hotstar open.
Costly bullshit
The FundsIndia saga is just a sign of things to come. Indian mutual fund platforms are in trouble!
Recently news broke that the investors ousted both the founders of FundsIndia. This came as quite a surprise to everyone, but a little bird had vaguely told me a couple of months ago of some of the bad tidings there.
Worried about election results? Here’s what you should do with your portfolio
The election results are set to be announced on May 23rd. And the markets are clearly spooked because they know something – Modi isn’t coming back to power, perhaps? This does make sense given that most informed experts are predicting that the BJP will find it hard to come back to power. And these are… Continue reading Worried about election results? Here’s what you should do with your portfolio
Surprise, surprise: Hedge funds this year have underperformed the S&P500
Hedge Funds have this mystical aura around them. Reclusive, eccentric geniuses who can deliver insane returns. But facts are always stranger than fiction. Year to date, the S&P 500 has beaten the popular hedge fund indices.