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7 ArticlesDeepak’s Memos

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Wealth Letter July 2020: The Second Order, After the Wave of Liquidity

There’s this company called Meru. It offers cab rides to the airport. And then Covid hits ...
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The Dichotomy of Markets

In 1958, US Industrial Production had fallen 10% in a year. The stock market was up 30%. John Templeton wrote "The influences on stock prices are so numerous ...
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Wealth Letter April 2020: Locking Down and Getting Free

capitalmindwealth com] ...
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Wealth Letter Mar 2020: The Coming of a Kinda-Sorta Perfect Storm

The early part of March brings us the return of serious volatility, mainly from three ...
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Wealth Letter Feb 2020: Budgets, RBI and a World Virus Scare

There’s a big fear of the Novel Coronavirus impacting everything around the world. The virus ...
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Wealth Letter Jan 2020: The Nifty 10 Years Ago, and the Coming Age of Disruption

A very Happy (slightly belated) New Year 2020 to you and your family! We ...
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Capitalmind Wealth October 2019 Memo: What Were They Thinking?

(Edited excerpts from October 2019 memo sent to the PMS clients of Capitalmind Wealth) In 1949, Egaz Moniz won the Nobel prize for inventing the lobotomy. This ...
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