Stock Market outlook for 2021

It is a tradition around this time of year to make predictions about what stock market holds for investors in the following 12 months. These predictions garner a lot of attention and many investors take the top stock picks by the pundits seriously, and when markets...

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What else can go wrong in the next 10 days?

After another week of bizarre behavior from the President that brought scenes that harken back to those only seen in disorderly regimes, one wonders what else is left in his Presidency? With his legacy tarnished beyond repair and bringing to an end, by all counts, the...

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Chasing IPOs is a loser’s game

2020 has been tough on everyone but there are some, firmly ensconced in their mansions brooding, not about the corona virus, but regretting having missed out on Tesla’s electrifying ascent this year. Since its 2010 IPO, the stock has turned in, a not so modest, return...

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Making sense of mixed signals

Earlier this week, the Dow crossed 30,000 - an achievement which, in other times, would have been something to celebrate but given the current environment, is a head scratcher. Covid hit a third wave of infections with cities and countries going back to lockdown mode...

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Why pay high fees?

At the end of each quarter, hedge fund managers who have more than $100 million in assets under management have to reveal their portfolio positions within 45 days as part of their 13F filing to the SEC. The deadline for the third quarter of 2020 reports was November...

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Welcome Back to the Good Times

Nearly $45 billion in net inflows rushed toward equity funds this week, reflecting the optimism from resolution in two events that have plagued the market all year - the elections and lack of vaccine. With both these risks out of the way, the markets have begun to...

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How a few words wiped out $37 billion

In the midst of a historic election in the US, largely missed by the media was the suspension of the largest ever IPO by a company. The Chinese fintech company - Ant Group was ready to shatter records with a $37 billion IPO on November 5. The Ant Group is led by its...

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