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The Problem with Chasing Market Narratives
Markets don’t reward stories. They reward discipline. In 2024, it was defence and capital goods. More recently, metals and commodities – gold & silver took center stage. Each phase had a compelling narrative: Government push and order books for defence Capex revival for capital goods China slowdown and global cycles for metals The story always sounds logical – almost obvious…
Review and Replace your Financial Habits
This pandemic crisis presents an opportunity for all if us to self-reflect, take corrective action and develop good habits. As James Clear author of best
Roshni Nayak
July 4, 2022
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