Most ‘guides to equity investing’ spend the meat of their discourse on what to buy. This is however the knowledge domain- fairly commoditised. The wisdom domain- how much to allocate, when to do so, etc. affects portfolio journeys as profoundly but remain under appreciated.
Biology is becoming programmable at the same time that intelligence is becoming scalable.
Just extrapolate these two trends,
if you are under 40 today and you keep yourself in good health,
you have a strong chance that you will hit 100+ year old while still having the functionality of a 40s/50 something.
Incredible things are coming down the agentic biology pipeline.
Customized vaccines, custom peptides, custom longevity treatments. Its going to be an incredible world.
Smallcap-to-Nifty ratio is already at 0.80x today.
Peaked at 0.9-1.0x previously (2008 & 2018).
Strong new smallcap rallies don't start from such points. They start when smallcaps have been hammered, portfolios halved and no one wants to dare invest in them (2008/2013/2020).
Smallcap-to-Nifty ratio is already at 0.80x today.
Peaked at 0.9-1.0x previously (2008 & 2018).
Strong new smallcap rallies don't start from such points. They start when smallcaps have been hammered, portfolios halved and no one wants to dare invest in them (2008/2013/2020).
I’ll never forget this sight. Tonight I saw my first aurora from space. Luckily, there is a video to help remember and captured it perfectly. The KP index was over 5 tonight because of a solar event and the sky over Australia lit up and the green snaked across the atmosphere. I was filled with awe and gratitude. It’s a beautiful planet we share.