- Wealth PMS (50L+)
Straight from the kitchen of Capitalmind, we have a fantastic spread of articles that cover macroeconomics, investing philosophy, a hot business deal, and an options strategy. This may seem like enough reading for the weekend but we have a lot more than that. Let’s dig in.
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Markets this week 🚦
Paper stocks lead the pack followed up IT and Chemicals while Metals and Power drag behind. The broader CNX 500 closed almost flat for the week. The greenery in the last two columns indicates the recent bull run we have seen.
If there is only one thing you can read today.. 🍀
Making decisions is a critical life meta-skill. One where even minor improvements can offer compounding impact over time. This post is a summary of some of the best practical insights from Anoop Vijaykumar’s reading on the subject of better decision-making.
[Premium Read]: How to make better decisions: A critical life meta-skill ➕
The stock market is an economic indicator. NOT. 📊 📈 📉
The picture on the macroeconomic front isn’t looking very good, so we take a look at the details. The stock market may be looking up and at all-time highs, but the core economy seems to be struggling.
Read: The Macro Score: Markets: 1, Economy: 0 ➕
Unicorn goes shopping! 🤙
Health-Tech is consolidating at a fast pace & everyone wants a piece of the pie. Tata Digital acquired 60% stake in 1MG for $270 Mn. Reliance acquired a 60% stake in Netmeds for $85 Mn.
And now, PharmEasy buys the promoter stake in Thyrocare, one of India’s largest diagnostic chain. What are the benefits that will accrue on the back of this merger? What is in it for Thyrocare shareholders?
Read: Thyrocare & PharmEasy get hitched: What’s in store for investors? ➕
Summing up the Uncle Theta play 📝
Uncle Theta is an old hand at Options Strategies. He did everything, diagonals, spreads, ratios you name it. These days he has been busy navigating the new margin rules and trying to find some theta love. The fourth and last part of the series is here that concludes our analysis of this strategy.
Read: Uncle Theta makes a comeback – putting it all together ➕
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