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Whew! What a year! Give Jay Pow the Man of the Year Award! The year that the Fed wanted to prove a singular point: they are serious about proving their inflation fighting credentials. Turned every 🚀 into a 🌋
The mighty-mighty S&P 500 and Nasdaq had the worst year in more than a decade.
The ETF salad that you bought for “international diversification”, smashed!
FANGMANS look like someone played Minefield drunk.
Gold? What’s that?
Oil, flat for the year.
The rupee? The 3rd worst year since 2010.
Indian Indices: resilient AF!
The fact that Indian small caps survived a Fed hike cycle boggles my mind.
As asset managers looked to deal with their stress, they reached for their first love: ITC
What an unbelievable year for Indian investors.
With so much going on, what worked and what didn’t?
Value and trend following strategies out-performed momentum strategies. After years of making fun of value investors, their moment finally came. c'est la vie.
Meme of the Year
Happy New Year!