CLARITY CONFIDENCE CONVERGENCE
Our goal is to provide quality investment research. Our investment methodology finds the best value and growth opportunities for our clients based on the current global market conditions.
Tuesday, December 3, 2019
Wednesday, November 27, 2019
Is Cash Really King?
"The one thing I will tell you is the worst investment you can have is cash. Everybody is talking about cash being king and all that sort of thing. Cash is going to become worthless over time. But good businesses are going to become worth more over time."
The above words are from the Oracle of Omaha. However, currently he is sitting on a boatload of cash around 125 Billion. Does that give any hint to the investors?
Machine Programming
Imagine dictating a problem statement to a computer and software gets generated that provides a solution. That is what machine programming is all about. Although around since the 1950s, it is now at an critical juncture.
Sunday, November 10, 2019
Weekly Roundup Nov W1 2019
Oil was up and yields were up too with a 10 year at 1.82
Yields up (means bonds prices were down) and hence risk on situation.
Since yields were up so Dollar would naturally be higher and hence gold took a downward move.
Gold was down also because of trade news on china
Yields are at the highest since Aug
Monday, November 4, 2019
Thursday, August 8, 2019
What will be impact of US China Trade Situation
U.S. Debt Will Grow: Foreigners will not be able to buy much of US issued debt (Treasuries and Bonds) so US investors may be forced to buy it.
Foreign Capital Inflows Will Fall: Foreigners will have less dollars to put back in the US economy.
Cost May be high: Tariffs will increase the costs.
Slowdown and Uncertainty : Economy may slow due to people slowing spending
Politics will be Key : Any uneasy political dialog will hurt the entire situation.
Friday, May 3, 2019
Wednesday, May 1, 2019
How to Improve?
Self Improvement is a big part of a Trader's Job if he/she wants to succeed.
But how does one improve....Here are some ways.
1. Keep a Journal of things you do. You will know what works well and what does not. Keep doing more of what works well.
2. Keep SMART goals. Small Measurable Achievable Realistic Trackable. Work towards achieving them using your Journalling from point above
3. Take time away to think of new ideas out of the box. Always try to see if a particular algorithm can be shortened or improved.
4. Be prepared for the opportunity can arise anytime. Success is only when preparation meets opportunity.
5. Keep a close track on your finances(Income, Balance Sheet etc.) preferably over a quarter just like corporations
6. Be a student for life and keep learning each day by reading or talking to others.
Apple has a Blow-out After Earnings!
Apple announced earnings on Apr 30th 2019
The decline in iPhone sales was augmented with services revenue and good sales in iPads.
The company also raised dividend and are expecting further raises in future.
Stock is up huge after hours