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Why is E&R seeing no recession?
Should an Index be designed with an intrinsic capability to anticipate and be a true bellwether? This question can evoke a lot of debate because the whole thesis of modern finance is built around the inability of forecasters to forecast. So, if forecasters can’t forecast, we are left with S&P 500, a concentrated benchmark, where…
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The Geographical Bias
Geographical bias refers to when a specific location or region has a significant impact on an investment decision. For example, US investors may choose to only invest in the US stock market, and Indian investors may only invest in Indian equities. However, if an investor has a bias towards investing in their home country, they…
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Beyond 80-20!
I tried hard to dissociate economists from Pareto but invariably I found that the society has spent more time celebrating Pareto than finding why it works. The article below is the celebration part. When the society will start wondering beyond Pareto i.e. the 80-20 rule and understand that it as a part of a larger…
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The Campbell Recession
“The Story of Two Campbells: Understanding the Limitations of Economic Indicators” In the world of economics, two individuals named Campbell have made significant contributions to our understanding of economic indicators and their limitations. Campbell R. Harvey, an economist and professor of finance at Duke University, has published extensively on the topic of yield spreads and…
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Are you a Centaur or a Horse?
There are many things a startup founder learns and unlearns on his journey. I can speak about many things starting, pivoting, business model, product, technology, storytelling, imposter syndrome, communication, clarity, legal, thick skin, breathing, gratitude, why me? why not me? industry, timing, belief, faith, other stuff, etc. But there is one thing, which stands out…
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The Conscious Web
The Conscious Web The web is becoming conscious, even if you don’t see it yet. Soon it will help you automate more of your day-to-day life and bring more intelligence into everything it does. How you consume information is going to change forever. When Tim Berner Lee wrote about the Semantic Web in Scientific American…
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AlphaBlock’s Competitive Landscape
We published this Cartesian competitive landscape in the AlphaBlock Pitch Deck to define what is happening in the investment management industry, where it is heading, and how to understand future innovation. Our thesis, is based on the fact that the Indexing companies offer concentrated non-diversified solutions, wrapped up by ETF (Exchange Traded Funds) companies into…
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What If?
The last ‘What If?’ 2020 reluctant forecast thought through some scenarios in the future. “We are $277 trillion in global debt, near 0% in interest rate, behind a 10-year bull market, and peak madness prepared. We are in a historic time and as they say, fortune prefers the prepared mind.” What If? November 29, 2020…
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