Consistent Compounders

Economic Warfare is Now a Daily Reality. Is Your Portfolio Ready for It?

Over the past 20 years, America has led the world in using economic chokepoints to hurt its rivals. First China (using rare earths) and now Iran (using Hormuz) are returning the compliment. It is all but inevitable that every significant economy will now use economic warfare to attain its goals. To protect your wealth in […]

Apr 07, 2026 . 8 MIN READ
Consistent Compounders

Short read: The Median Isn’t the Message

This is a brilliant essay written by Stephen J. Gould, an evolutionary biologist in 1991 about the limitations of statistics, something very relevant in today’s world where popular opinion is manipulated using statistics something that the common man struggles to comprehend properly. Gould drives home this point using his personal encounter with cancer. He begins […]

Apr 06, 2026 . 4 MIN READ
Consistent Compounders

Short read: How capital markets are driving Enshittification of Everything

Whilst social media still boasts of billions of users, many of us are increasingly opting out of it simply disappointed with the quality of experience on these platforms. Once a medium to stay in touch with friends or curate a newsfeed to inform oneself soon becomes a place for marketeers to sell their wares. There […]

Apr 06, 2026 . 3 MIN READ
Consistent Compounders

Short read: 1976 film Chhoti Si Baat is one of Bollywood’s most progressive portrayals of masculinity

Many of us in Marcellus come from homes where machismo does not go down very well with any of our family members. Hence, we are a little bewildered by the recent spate of Bollywood movies whose machismo seems to be aimed at a generation which has grown up with its head inside a mobile phone. […]

Apr 06, 2026 . 2 MIN READ
Consistent Compounders

Long read: In Search Of Banksy

This is a fun read of an investigative piece about one of the most enigmatic artists in human history – Banksy. Both the subject matter and the writing is brilliant enough to keep you riveted to the article. “Banksy, one of the world’s most popular and enigmatic artists, whose identity has been debated and closely […]

Apr 06, 2026 . 4 MIN READ
Consistent Compounders

Long read: Artemis II: Inside the Moon mission to fly humans further than ever

If watching the coverage of the war in the Middle East is making you lose hope in the ability of our race to move forward, you need to read this BBC article (complete with its breathtaking graphics & animation) on the most daring space flight ever undertaken (which will in all likelihood be underway by […]

Apr 06, 2026 . 4 MIN READ
Consistent Compounders

Long read: Time of great global demographic u-turn

Our friend Pramit Bhattacharya’s piece in the HT is a reminder of why even on matters of great global import, highly rated experts and multiple national governments can get it wrong, badly wrong and that too, over a period of several hundred years. The consequences of these expert judgements being incorrect can be catastrophic as […]

Apr 06, 2026 . 4 MIN READ
Consistent Compounders

Short read: Meta and YouTube designed addictive products that harmed young people, jury finds

After Australia became the first country in the world to legislate that children under the age of 16 should not be allowed access to social media, a couple of Indian states are contemplating similar action. Whilst some argue the effectiveness of such a ban, others argue against the ban itself. For those, this week’s first […]

Mar 30, 2026 . 3 MIN READ
Consistent Compounders

Short read: The air we breathe cannot be a luxury

Whilst much of the northern hemisphere is enjoying the onset of spring, Indian cities seem to have promptly skipped it to enter what is looking like a scorching summer ahead of us. But the good news is that we have some respite from the winter pollution. Naturally, outcries to do something about it have died […]

Mar 30, 2026 . 4 MIN READ
Consistent Compounders

Short read: Knocker uppers and candle clocks: How people woke up before alarm clocks

Did you know that it wasn’t until the industrial revolution that human beings realised that it was essential to get up at a set time everyday and do so early in the morning? These and other fascinating anecdotes are studded throughout Jocelyn Timperley’s entertaining & informative piece. We learn from her that: “During Britain’s industrial […]

Mar 30, 2026 . 2 MIN READ
Consistent Compounders

Long read: Why ATMs didn’t kill bank teller jobs, but the iPhone did

As we still try to grapple with the two extreme views of AI making humans redundant and AI making humans super productive, here’s a lesson from history that can help us think about the former (substitution) and the latter (complementarity). David Oks takes the bank teller’s job and shows how the first technology – ATM […]

Mar 30, 2026 . 5 MIN READ
Consistent Compounders

Long read: Trump Is Playing Chess. China Is Playing Go

Capt Raghu Raman is the former CEO of India’s National Intelligence Grid and a former officer in the Indian Army. A well-known speaker in corporate gatherings in India, he offers in this piece a comparison between Trump and Xi’s geopolitical strategies and how China is very cleverly putting itself in a position of supreme strength […]

Mar 30, 2026 . 5 MIN READ

For more content on our strategy, visit the archives GO TO ARCHIVES

2026 © | All rights reserved.

Privacy Policy | Terms and Conditions