Future Depends On Events: On Investments (IM 934)

Looking at the histories, we can say that the market depends solely on events. The Great Depression on 1929, Second World War of 1939, The Black Monday of 1987, The dot-com Bubble of 1999, The Great Recession of 2008 are all the events that drove the economy in different direction. I consider the Coronavirus Pandemic…

Behind GameStop, AMC, etc.. (IM 844)

The market has been crazy since Chamath Palihapitiya, Elon Musk and few others twitted about GameStop (ticker: GME), a video game company which was terribly hurt by Coronavirus. The company was heavily shorted by some most popular hedge fund Melvin capital. But the investors has gone crazy through the conversation in Reddit. The stock price…

The error of confirmation (IM 825)

In almost all of the cases, the past events and our past experiences determine our decision for the future. This could be the biggest error we are making everyday. Since the world is dynamic, the predication of future based on past events is a losing bet. Take an example of this Coronavirus, we never expected…

The present day market (IM 778)

Let’s shift attention towards the present day stock markets. This pandemic has brought lot of profits to some big corporations like it always does when there is a huge crisis. During the beginning of the pandemic, the investors focused on the big pharmatheutical companies who were developing Coronavirus vaccines. Then they shifted their attention towards…

“Capitalism Alone” (IM 769)

For the first time in human history the world is dominated by one economic system and that is Capitalism. We all are capitalist now whether we realize it or not. Branko Milanovic in his book “Capitalism Alone” examines the historical shifts that have led to capitalism’s dominance and highlights the varieties of capitalism at work…

Capitalism mindset (IM 745)

The trust in the future is what enables bank and the entire economy to flourish. Before 18th century, credit system didn’t exist and hence, they economy was undervalued. The people back then didn’t have the trust in the future. They thought that the future can’t be better than the present. But as the scientific and…

A permanent revolution (IM 605)

The revolutions of last two centuries have become radical that they have changed the fundamental characteristics of social order. Over the last two centuries, the pace of change became so quick that the social order acquired the dynamic nature. When we speak of modern revolution, what comes in our mind is the French Revolution (1789),…

The driving force of economy (IM 591)

The trust in the future is what enables bank and the entire economy to flourish. Before 18th century, credit system didn’t exist and hence, they economy was undervalued. They people back then didn’t have the trust in the future. They thought that the future can’t be better than the present. But as the scientific and…

The scandal to avoid during this crisis (IM 590)

As the Coronavirus pandemic is hitting hard, the number of cases and the death is skyrocketing with about 4.9 millions people already infected and 318,000 dead worldwide. Big healthcare companies like Abbott Laboratories, Moderna, Invio, Johnson & Johnson, Gilead Sciences, Inc., Novavax, Inc., Regeneron Pharmaceuticals, Inc.,   are battling to discover the vaccines for Covid-19. The…

Trendline (IM 573)

There is this saying that goes :- “If today is a sunny day then there is a 80 % chance that tomorrow will be a sunny day as well.” There will of course be a certain trendline then can in some way predict tomorrow. And it might have 80% chance of being true depending on…