Category: Market analysis
Prediction comes true !!
May 17th, 2009, No Comments
I just couldn’t resist myself. I wrote in jan that the rebound would start on 22 april 2009 and then ‘predicted’ in feb that the bear market would end. Wow! I got nailed it. I got two predictions right (ok, one is a little bit off, but give me a break). I am certified guru, [...]
Where does the index stand
June 27th, 2008, No Comments
I am not planning to make any forecast on where the forecast will be in the next few month. However I have done some analysis on the sensex and nifty index and uploaded it in the google groups. You can check here to download the file Quantitative calculation 2008.xls and check the first worksheet – [...]
Value in midcaps ?
May 28th, 2007, 5 Comments
I have written earlier that there seems to be more value in the midcap space than Large caps represented by the Sensex and Nifty. The above hypothesis came about as I am finding far more ideas in the midcap than the large cap sector of the market. I decided to check the above hypothesis and [...]
A bi-polar market
April 8th, 2007, No Comments
I typically do not invest based on the market cap of companies. Though I have a cutoff of 100 crs for market cap when filtering for investment ideas, I do not give it anymore importance than that. I have been reading a few articles that the midcap sector of the market seems to be performing [...]
Fortune’s formula
December 18th, 2006, 4 Comments
I have been reading this book : Fortune’s Formula: The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street.I have found this book quite good especially if one wants to learn about odds, betting etc. I am just halfway through the book. The book discusses about the kelly’s formula. F [...]
The sensex at 10000 …a historical perspective
February 7th, 2006, 2 Comments
It’s difficult to miss that the sensex is at 10K. Frankly, I personally think that 10K is no different than 9900 (ofcourse it is 1% higher). Fundamentally nothing much has changed when the sensex rose from 9500+ to 10K. But at the same time with the index at these levels, I updated my worksheets and [...]
