Recognizing Asset Bubbles – preferably before they burst – from Economic Behavioural Changes They Breed. Asset bubbles are formed by the rapid rise in asset prices, far outrunning the asset's fundamentals. Sudden wealth gained through such rapid rise in asset prices initiates marked changes in the economic behaviour of its acquirer: those who were active … Continue reading Asset Bubbles: How to Recognize One?
Stubborn resistance to oxidation, unusual density, and ready malleability – these simple natural attributes explain all there is to the romance of gold. Peter L. Bernstein, The Power of Gold: The History of an Obsession Gold Prices and Market Foreknowing Analysing the Implications of Recent Gold Price Spikes and What They Could Mean for Investors. … Continue reading Gold Prices: An Ominous Aura
This post discusses the investment prospects of L G Balakrishnan & Bros., Oriental Carbon & Chemicals, and Associated Alcohols & Breweries. Convergence The Past One-year Performance of L G Balakrishnan & Bros. illustrates the Importance of Margin of Safety in Stock Investing In April 2023, when we previously discussed it, we were bullish on the … Continue reading L G Balakrishnan, Oriental Carbon, Associated Alcohols
Human fallibility is the principal reason behind all major financial manias, panics, and crashes. Greed dominates a person’s psyche; he speculates on borrowed money for quick, speculative gains. A market is in a mania stage when the behaviour of most of the investors can be categorized as ‘irrational’. Greed and euphoria are the dominant sentiments … Continue reading Financial Manias and Panics: A Short Primer
The Disparity between Stock and Money Markets: A Cause for Concern This week was an eventful one. On Tuesday, the IMF in its Jan. 2024 World Economic Outlook (WEO) update, revised upward the world economic output growth to 3.1 percent – 20 basis points higher than projected in its Oct. 2023 outlook. India’s GDP growth … Continue reading Disparity in Markets
Control Print’s Recent Performance Analysis & Investment Stance Update Control Print has reported better earnings growth and profitability for the past two years. Its stock price performance over the past two years reflects this improved profitability. The stock has gained 17 percent in 2022 and 150 percent in 2023. We first discussed ‘Control Print’ in … Continue reading A Quality Stock, But at a Premium Valuation
AMN CAPITAL 