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Truemind – Newsletter

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Equity Market Insights: “Investing is 5% intellect and 95% temperament. It means finding the strategy that will allow you to sit quietly when your emotions are screaming at you to do the wrong thing.” – Ian Cassel Unfortunately, having the right temperament for investment is not common. Stories of someone in your circle making a lot more money than you have a great potential to disturb the peace of mind and create an urge to…

Equity Market Insights: The news of higher interest rates for longer sent the stock market down, but then the expectation that the interest rates have peaked and would be cut sooner sent the markets up, until the realization that the higher rates might result in hard landing pushed the markets down, before it ultimately went up on the expectations that the slowdown in the economy would lead to a re-imposition of lower interest rates scenario.…

Equity Market Insights: Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The interesting question is why the recession has yet not occurred even after one of the fastest increases in interest rates in history by all the major Central Banks in a very short span of time. Here lies the answer as per the report from UBS: Monetary policy…

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. After one of the fastest increases in interest rates in history by all the major Central Banks in a matter of 12 months to contain inflation, the cracks have started showing in the form of bank collapses in the USA (SVB and Signature) and Europe (Credit Suisse). Thankfully, the…