Investing Thoughts

In early 2021, equity markets are all the rage and off to some explosive start, building on massive post-covid19 rally from 2020. S&P500 is hitting new all time high -…

Last two weeks of January were probably the most exciting weeks in my investing / finance career - there was so much action in so many ways: There has been…

I have been reading more books around AI and one of the books that I am reading is: "Digital Transformation: Survive and Thrive in an Era of Mass Extinction" which…

I posted my previous version in reddit, and there were some very helpful feedback. Just to be sure, you need to make sure that your current financial profile fits the…

I went to check out Napa with my wife today - with my new life in the San Francisco bay area in a new career that gives a lot more…

Today I wanted to discuss something that most companies do and most investors simply accept as is - it is often provided by companies as something that "helps" investors understand…

This is more about personal finance. Just like how companies think about how to optimize their financing - we should always strive for optimizing our own capital structure - essentially…

With yesterday's events, the defect from Trump administration is accelerating. Twitter was weak today (January 7th) - it was down while a lot of internet stocks have been ripping. While…

These days when rates are so low, it is probably more important to pay attention to overall capital flow dynamics than sometimes single stock events - another signal that macro…