The Recent Banking Troubles in US and Europe can be pernicious if not subdued

The bank failures and rescues in US and Europe over the last two weeks have wobbled financial markets and unnerved investors, probably, for the right reasons. The events, to a certain degree, are reminiscent of the events of early 2008 that triggered the 2008-2009 global financial crisis. It all started with Silvergate Capital, a bank … Continue reading The Recent Banking Troubles in US and Europe can be pernicious if not subdued →

A glimpse of ‘Risk on the Wane’ in Markets

The last one-and-half years were tough times for the market. Volatility and Uncertainty dominated. Technically, we cannot call this a bear market as prices, even though had wild swings on both sides, are at the same level as they were one-and-half years ago. Prices need to fall by 20 percent or more from the recent … Continue reading A glimpse of ‘Risk on the Wane’ in Markets →

Contrarian Investing

An Investment Approach to Achieve Superior Returns Consistently alpha - excess return of an investment relative to the general market: Contrarian - a person who opposes or rejects popular opinion: The goal of an investment manager is to generate alpha – a return more than the general market. Investment managers are paid to achieve alpha. … Continue reading Contrarian Investing →