Long read: 25 Lessons on Money and Meaning
Jacob Schroeder is an American freelance writer on personal finance subjects. Over the Christmas break he posted a blog on earning, saving & investing money which we found to be thought provoking. Having dwelled on his blog for a couple of weeks, we think there are 3 different ways in which what Mr Schroeder is […]
Marcellus’ Portfolio Updates & Insights – January 2026
marcellus.in From Our CIO’s Desk How Four Mega-Reforms by the Indian Government and the RBI Dismantled the Barriers to International Capital. RBI data reveals a staggering 58% surge in capital outflows from India over the past 5 years. This shift underscores a critical imperative: the necessity of investing in dollar-denominated assets. This is particularly […]
Three Types of Investments Not Available in India
US+Canada and Developed Europe account of 51% and 14% respectively of the world’s stockmarket capitalisation of $151 trillion. In contrast, India account for a mere 3.5% of the world’s market cap. Naturally therefore there are several different types of companies which are available for investment in the developed markets which are, as yet, not available […]
Short read: A Few Things I’m Pretty Sure About
Morgan Housel is back with this gem – a collection of his thoughts on a few unconnected topics. We share one while we list the others, for every Housel post deserves to be read in its entirety. “I broke my back skiing when I was a teenager. It’s still screwed up and I occasionally tweak […]
Short read: Seven rare frogs die in Kerala, put focus on threats from photo tourism
In the vastness of India are hidden wonders that leave even seasoned travellers like us stunned. One of the first things we learnt in the New Year was in the Western Ghats of Kerala, under rotting logs lives a tiny frog which is not found anywhere else in the world. This Scroll article says, “The […]
Short read: Why America’s innovation ecosystem will survive Trump’s cuts to R&D
James Wood teaches at Cambridge University. In this blog he says that the funding cuts that Donald Trump started expediting a year ago (with respect to American universities’ and research institutions’ R&D budgets) will NOT stymie America’s ability to compete with China. Why so? Mr Wood says,“… America’s “polycentric innovation state” – a hybrid system […]
Long read: The Venezuelan Oil Narative is PURE THEATRE
After last weekend’s dramatic capture of the Venezuelan President and his first lady by American troops, popular explanation was that much like in Iraq, America is interested in Venezuela’s vast oil resources (the largest in the world). Indeed, Trump said as much in his presser. Here’s another perspective though, somewhat far more fascinating and entertaining […]
Long read: How Google Got Its Groove Back and Edged Ahead of OpenAI
Ever since the advent of ChatGPT3 in late 2022 until as recently as a year ago, investors have looked at Google with scepticism. Starting with its core cashflow engine – its search advertising business likely being the most prone to disruption by AI to the fact that despite its early lead in AI through its […]
Long read: Are doctors replaceable?
Charlotte Blease begins this provocative long read with an intriguing analogy: “If planes fell from the sky with the regularity of deaths due to medical error, there would be outrage, inquiries and sweeping reform. When doctors make mistakes, however, the narrative is gentler: they are only human.” Ms Blease’s background puts her in good place […]
Four Mega Reforms Which Opened up Global Investing for Indians
Whilst the US stockmarket has been a mega wealth-creator for the past 15 years, until 2 years ago it was out of our reach as a range of legal & tax issues made it impractical for Indians to invest a big chunk of their networth abroad. However, 4 blockbuster reforms changed all of that. Investing […]
Short read: For semiconductors and GPS, thank C V Raman, Satyendra Nath Bose, Einstein — and hay fever in 1925
Scientific discoveries and developments can have far reaching consequences towards human progress and hence it is important to recognise, acknowledge and celebrate them. It is the 100th anniversary of the biggest breakthrough in quantum physics, a field that continues to contribute to our progress through developments in semiconductors and GPS. This piece in the Indian […]
Short read: ‘Digital detox’ is now a booming business but it won’t do much to reduce your screen time
We have all read long articles and books on how we can kick our addiction to all things digital. We learn from Quynh Hoang that this is now a booming industry: “People are increasingly willing to pay to escape the technology they feel trapped by. The global digital detox market is currently valued at around […]
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