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Six Years of Euphoria, Then the Market Pendulum Swings
Six Years of Euphoria, Then the Pendulum Swings There is a rhythm to markets that most investors sense but few act on wisely. "We may never know where we're going, but we'd better have a good idea where we are." - Howard Marks For nearly six years — from the pandemic lows of March 2020 through much of 2025 — Indian equity markets delivered a remarkable bull run. The Nifty 50 climbed roughly 3.4 times from its Covid trough of 7,610 to a peak above 26,000 in September 2024. The


Navigating the Storm: A Balanced Investor's Guide
Navigating the Storm: A Balanced Investor's Guide The world changed on February 28, 2026. What began as years of simmering tensions between the United States and Iran erupted into a full-scale military conflict when US and Israeli forces launched coordinated strikes on Iranian leadership and military infrastructure. Iran retaliated with missile and drone barrages targeting Israel, US bases, and Gulf nations. The Strait of Hormuz — the narrow passage through which roughly a fi


Geopolitics, Gold, and Global Markets
What 80 Years of History Can Teach Us About Investing Through Chaos What 80 Years of History Can Teach Us About Investing Through Chaos Since World War II ended in 1945, the world has gone through one crisis after another — Cold War tensions, oil shortages, stock market crashes, a pandemic, and now fresh wars and trade battles. Through all of this, three things have acted like thermometers for global risk: stocks, oil, and gold. When you look at how they’ve moved over 80 year
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