Practical approach to sustainable wealth
Let me begin by showing the following chart, Buffet indicator, otherwise the ratio of US total stock market valuation to US GDP, has officially crossed the peak value reached during the dot-com bubble, not withstanding the correction in the stock price of growth oriented stocks in the past week. The rapid rise in the 10 […]
Events of the past week, the parabolic rise in the stock price of GameStop (ticker: GME), the poster child for short squeeze and several other heavily shorted stocks such as Bed Bath and Beyond (ticker: BBBY), Blackberry (ticker: BB); AMC Entertainment holdings (ticker: AMC) and American Airlines (ticker: AAL), may be an indicator of the […]
As the saying goes hindsight is 2020, so are we all great to see 2020 in the hindsight! The first two weeks of 2021, however, do not seem any different from what the bygone year looked like! Covid-19 is on tear unabated, the economy is still suffering, infact, the non-farm payroll entered into negative territory […]
At the end of last year, I noted the fact that we were about to end an entire decade with no official bear market. How fast did that change in the new year! From the peak market valuation reached on February 19th 2020 to the market nadir on March 23rd of 2020, the markets (S&P […]
I did a portfolio review back in July of this year, when we were still in the midst of the pandemic and the markets had begun their recovery trend from the bottom we saw in late March. Since then, as far as the pandemic goes, it is is still raging and if anything, in the […]
Inner Self vs. Outer Self The other day I saw video of Mohnish Pabrai presentation and Q&A with UCLA student investment fund (see here). There’s always something worth listening to when Mohnish talks. In the present talk, Mohnish talks about a key to success, and that being the importance of aligning the inner self with […]
There is something to be said about skin in the game! I have been a Tesla bear for quite some time, for example see my comments on blog posts here, here, here and here. However, thus far I have been reluctant to put my money where my mouth is. And, buoy has it been fortuitous! […]
Update to the post: I started writing the post last weekend and almost a week has gone by since and what a week it has been! Some of what I say below may already be history, certainly seems to be the case with markets up 7 % for the week! With this note, here’s what […]
Last week was a reminder of why it is high time to take some hard look at ones investment portfolio and decide what level of risk it contains and how best to hedge against an impending correction. As I noted in my first article in the series of Portfolio Hedging, the best analogy for why […]
For the regular followers of this blog, I want to apologize for the hiatus. I started writing this blog on Aug 18th, however family and work priorities meant, I just could not muster the time to finish writing the article. The following chart is quite stunning! The chart represents the price of QQQ, an ETF […]
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