Consistent Compounders

Short read: A Cold Shower for AI Mania

Former RBI governor and professor at University of Chicago, Dr Raghuram Rajan weighs in on the AI mania in this piece for the Project Syndicate. Whilst he begins by acknowledging with the power of AI and the inevitably of its ubiquity, he expresses worry about the massive amounts of debt being used to build AI […]

Jun 02, 2026 . 3 MIN READ
Consistent Compounders

Short read: Why AI can’t replace human writing—it’s about exercising one’s mind and that can’t be outsourced

This year’s Commonwealth short story prize ran into rough weather as it was found out that its winning entry was likely created with heavy use of AI. Whilst many of us routinely use AI to write memos at work and elsewhere, here is Nandini Nair putting the idea of writing in its true context. “What […]

Jun 02, 2026 . 3 MIN READ
Consistent Compounders

Short read: Ice baths, almond milk and meditation: The secrets of Mo Salah’s success

Mohamed Salah from Nagrig, a remote village in Egypt, kicked off his career kicked off his career at “Al Mokawloon Al Arab, travelling nine hours a day by bus, from the age of 14, for training in Cairo.” By the time you read this piece, Salah would have finished his career at Liverpool Football Club […]

Jun 02, 2026 . 3 MIN READ
Consistent Compounders

Long read: The SpaceX IPO and Data Centers in Space

Bubblesayers believe most stock market bubbles are often pricked by an IPO of a large iconic company at seemingly absurd valuations. If the current AI fuelled rally in tech stocks is indeed a bubble, there is an upcoming IPO that meets the definition of a bubble-top IPO to the T – Elon Musk’s SpaceX slated […]

Jun 02, 2026 . 5 MIN READ
Consistent Compounders

Long read: The Ethiopian running secret

Michael Crawley is an award-winning author and social anthropologist based at Durham University, UK. He is also the author of “To the Limit: The Meaning of Endurance from Mexico to the Himalayas” (2024). Geoff Burns is a sports physiologist for the United States Olympic and Paralympic Committee and a faculty member at the University of […]

Jun 02, 2026 . 6 MIN READ
Consistent Compounders

Long read: A trail of grief, little accountability: The Marion Biotech story after 68 children deaths

For several decades now it has been fashionable to spout opinions in conferences and in media about what can be done to boost India’s exports. While all sorts of policy measures have been tried, it is relatively clear that as a nation we struggle to get the basics right on quality control because of our […]

Jun 02, 2026 . 5 MIN READ
Consistent Compounders

GIFT City $ PMS in Global Stocks is the Amitabh Bachchan of NRI Investing

Summary: More than investments in Indian stocks, it is $ investment in the world’s best companies through GIFT City is emerging as an option for NRIs. A GIFT City PMS in global stocks may help in addressing FOUR big challenges for NRIs because: a) it does NOT create PFIC issues; b) it does NOT expose the NRI to INR depreciation; c) it […]

Jun 02, 2026 . 7 MIN READ
Consistent Compounders

The Resilient US Economy Has Major Implications for Indians

Over the past 35 years, the United States has combined the second-lowest GDP growth volatility among large, advanced economies with the second-highest mean growth rate. The combination is unusual. Most economies trade growth for stability or stability for growth. The United States trades neither away. This has profound implications for Indian investors. A moderate allocation […]

Jun 02, 2026 . 9 MIN READ
Consistent Compounders

What Does the Singularity Imply for Your Portfolio

Summary: Ray Kurzweil’s Singularity forecast in 2005 — that machine intelligence will so dramatically exceed all human intelligence by 2045 that human life will be irreversibly transformed — was initially dismissed as the speculative musings of an eccentric scientist. However, now that his intermediate forecast for 2029 – that AI will pass the Turing test (i.e., […]

May 27, 2026 . 9 MIN READ
Consistent Compounders

Short read: Meet the New Leader of the Free World

No, the author isn’t referring to China as some might think after Trump’s visit last week. The author refers to ‘free world’ as in being free from dependence on America. It shows how first Ukraine has managed to hold a mightier Russia despite having given up on any help from America. And this success of […]

May 25, 2026 . 3 MIN READ
Consistent Compounders

Short read: The jobs apocalypse: a (very) short history

This is part of a series of articles in the Economist’s recent edition on the oft discussed risks to jobs from AI. Whilst most articles show that there is yet little evidence of job losses directly attributable to AI, the world – people and their governments should prepare for such an eventuality. However, this specific […]

May 25, 2026 . 3 MIN READ
Consistent Compounders

Short read: Vinesh Phogat vs wrestling system, and sadly the champion is on the mat

Vinesh Phogat had the courage to take on the Wrestling Federation of India (WFI) and the strongmen who rule the Federation. Now, the WFI is ensuring that Vinesh is put in her place. For those who enjoy seeing the system beat up a champion, this is an ideal case study. Shaunak Ghosh explains the WFI’s […]

May 25, 2026 . 2 MIN READ

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