Trying to predict the markets?

Today’s Daily Byte

It has been a bloody month, and even on the last day, the market didn’t spare the investors. Almost all sub-segments of the market were hit hard, with IT stocks leading the charge down.

President Trump has once again made headlines by boosting tariff talks. The fear that these tariffs might be implemented very soon is now being discounted by the market. In other news, India’s GDP for the quarter has been released at 6.2%, which, while not great, at least met expectations and didn’t fall below them.

Reading Time : 6 Minutes

Be Humble & Just follow the Markets. Don’t try to predict

Karthik Rangappa from Zerodha recently shared an insightful thought—when the market bottoms, no one really knows if it has recovered, and when the market tops, it’s hard to tell if the correction has started. The truth is, no one can predict market movements with certainty. People may try to guess whether the market will rise or fall, and sometimes they will be right by luck, and sometimes they will be wrong by mistake. But believing that someone can consistently predict market movements is a mistake.. . . . .

Reading Time : 4 Minutes

Time for Global markets outperformance.

Charlie Bilello recently shared an interesting chart comparing the performance of the S&P 500 against the rest of the world using MSCI World returns (excluding the US). This data, spanning almost 50 years, shows a clear cyclic pattern where the US market outperforms for a period, followed by a phase where international markets take the lead. The key takeaway is that dominance in stock market returns keeps shifting between the US and global markets over long cycles. . .

Reading Time : 3 Minutes