Another eventful month. The biggest news of this month was that we had a war with Pakistan. The war was short, and the ceasefire arrived in just three days. From the market’s perspective, it mostly held during those three days. And once the ceasefire was announced, it bounced strongly. The below chart shows the…
What a month we have had? At the start of my last month’s update I had written – “as if Nifty 50 has made an interim bottom near 22,000 for the time being and will consolidate for some time in the current range”. This belief was almost immediately tested by “Trumponomics” and the game…
In the previous two posts, I introduced Carlo Rovelli’s Helgoland and the concept of Quantum Entanglement or Quantum Coherence. This post is about the relational interpretation of quantum mechanics and its relationship with Nagarjuna. I first heard about Nagarjuna in an Operations Strategy lecture taken by Prof. Saral Mukherjee at IIM Ahmedabad in 2021….
In my last post on Helgoland by Carlo Rovelli, I said that the Quantum entanglement and relational interpretation of the quantum mechanics need their own posts. This is the post on Quantum entanglement. However, this is not only about entanglement, but also about coherence. I first heard about quantum entanglement in a talk by…
It’s not very often that I read a book that blows my mind. Helgoland by Carlo Rovelli is one such. Carlo Rovelli is an Italian Theoretical Physicist and he has written several popular science books. Helgoland is my first one and I believe that now there will be several more. The book is in…
The Thirty-Nine Steps by John Buchan is probably one of the earliest “thrillers”. In the introduction to the book in my Collins Classics edition it is mentioned that Buchan himself called this book a “Shocker”. And it is one. Great pace in the narrative, spare language and crackling dialogues. The book is a slim…
Trust me I’m lying – confessions of a media manipulator is a fascinating read. In this book, Ryan Holiday exposes the way the information economy- blogs, news sites, popular social media handles work. I picked up this book to continue the Life in Learning series that I spoke about in my post on Made…
This is the second update on the three strategies we put into play at the start of the year. The market has recovered a bit between the last month and this month. It seems as if Nifty 50 has made an interim bottom near 22,000 for the time being and will consolidate for some…
This post continues the tradition of life in learning that I had started while I had devoted an year to academic pursuit. The life in learning posts are typically longer than my regular posts and summarize my key takeaways from reading a book. This entry in the series is based on Made to Stick…
We are in a bearish market. In a bull market, any positive news is a trigger for further climb. That news might not necessarily be news either. Just the rumour of a positive development will do. However, when we are in a bear market, real positive news also gets absorbed by the market without…