Latest
12 Aug 2026
Indices open lower · India at a 17-year low underperformance vs global markets
Reading relative underperformance without turning it into a forecast, and what it changes about portfolio posture.
Interviews, market views and framework commentary. Useful mostly for hearing the reasoning rather than the conclusion — the conclusions age, the reasoning does not.
Latest
12 Aug 2026
Reading relative underperformance without turning it into a forecast, and what it changes about portfolio posture.
Latest
12 Aug 2026
Reading relative underperformance without turning it into a forecast, and what it changes about portfolio posture.
27 Jul 2026
A long-form conversation on trend, participation and why levels matter less than direction.
20 Oct 2025
Portfolio strategy, the role of commodities, and how a trend framework treats an asset it does not hold.
15 May 2025
Why a narrative is the least reliable input available, and what replaces it in the process.