Markets & assets
Market cycles, gold, silver, Bitcoin, real estate and macro.
25 posts
Start with these
All 25 posts, newest first
- Company analysis India : State of Banking Sept 2026
Through Charts
- Momentum & systems BTC System Aug 2026
Works like a charm
- Markets & assets BTC, GOLD and Silver Update Jul 2026
July 2026
- Markets & assets Latest view on Silver, BTC & GOLD Jan 2026
Trend Following
- Markets & assets The Global AI Arms Race Oct 2025
AMD, NVDA, BAIDU, BABA and more
- Markets & assets Chasing Silver ETFs? Oct 2025
Pause and think
- Markets & assets Everything is Cyclical Aug 2025
Collections of pictures, charts , stats Winners always rotate1 Like Seasons factor yielding returns change2 A good analyst should be always looking at business cycles to spot…
- Markets & assets One up on Trump! May 2025
Staying Ahead of market
- Notebook Bitcoin Course Jan 2025
Wealth Building through Systems
- Markets & assets Gold Wealth Maximiser Nov 2024
Simple and Sound
- Markets & assets Nice Macro Monthly Oct 2024
NETRA from DSP
- Markets & assets My Crypto Bets Nov 2021
A very happy Diwali 2021 to each one of you and I hope you and your dear ones have a fantatsic year ahead. Before we begin please understand that Crypto is a very new,volatile and…
- Markets & assets Is real estate turning a corner? Mar 2021
Below are some con-call highlights from last quarter of select companies, my notes & observations are in red big takeaways are in bold Oberoi Realty Ltd Vikas Oberoi Before I…
- Markets & assets What's the value of Bitcoin Feb 2021
Bitcoin recently hit a market cap of 1 trillion USD - Yes with a "T" a single coin was worth more than USD 57,000 as recently as 21-Feb-21 I have been a firm critic of Bitcoin…
- Markets & assets Why stock markets are rising? Jan 2021
It’s 2021, the COVID vaccines are rolling out and the stock markets are making new highs. Here are some charts making sense of this new bull run India’s overall disposable income…
- Markets & assets Is it time to buy gold ? Oct 2020
Why this question and why now? My views on investing in gold have been very clear, I am not a being fan of investing in gold. Although I am open to trade in and trade out But…
- Valuation Historical Price to Book valuation of Nifty 500 stocks Apr 2020
Last week I was compiling how consistent wealth creators are faring vis a vis there 2008-09 prices. I wasn’t the only one thinking on those lines, the guys at Ventura did even…
- Markets & assets Is market screaming buy? Oct 2018
I recently shared my review of Symphony limited with subscribers, you can get a copy here One of the things that stood out was how luck has played a huge part in my returns from…
- Markets & assets Living in times of bull markets Nov 2015
We have just lived through the first leg of the bull market in India and as with all bull markets there is no dearth of fund managers, individual investors, sovereign funds, high…
- Markets & assets Will government's tax rate cut be game changer ? May 2015
In last budget government announced a key intention to reduce corporate taxes to make India par with other emerging nations
- Markets & assets How Inflation kills investing returns Mar 2015
Inflation and investing , I often revisit this quote when I am reviewing my portfolio Inflation is a tax one has to bear irrespective of whether one is investing or not. The…
- Markets & assets How to Time markets ? Nov 2014
Let me tell one such experience where discpline and patience helped me to time market and buy IPCA Labs
- Markets & assets If politicians were stocks ? Jan 2014
With political season simmering, I was wondering what if Modi, Kejriwal and Rahul were stocks - What would be there attributes ? And would you invest in them ? Let us look at the…
- Markets & assets Investing in Gold Jul 2013
Gold is often considered as an investment and given the astronomical returns gold has given in last 9-10 years It deserved one whole post to itself. Gold prices have fallen from…
- Markets & assets Timing the market is not a great idea Jun 2013
Everyday we hear capital markets experts giving us tips on what to buy and sell - almost constantly . trGURU aka Tankrich Guru shares these graphics of Nifty from last 15 years on…