Breezy Briefings

Breezy Briefings
A curated spread of the tastiest financial and business commentaries!
Created 30 Jan 2020
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  • Inflation and interest rate concerns beget uncertainty
    19 Jan 20221 day ago • 3 min read • 1 0
    Share Subscribe now I have always argued that the Fed will move their publicly announced stance on raising monetary policy. The many events of the last one month have moved the public perception of a ...
  • Metaverse - Part 3
    17 Jan 2022 • 4 min read • 1 0
    Share Subscribe now This is Part 3 - if you missed the previous parts, check out Part 1 and Part 2. Barbados which is known all over the world for its pristine beaches and a major holiday destination ...
  • Metaverse - Part 2
    16 Jan 2022 • 2 min read • 5 0
    Share Subscribe now Let’s get deeper into the Metaverse (read Metaverse - Part 1 here). It is not an easy concept to wrap your head around and my interest is only to expose your mind to the sheer poss...
  • Metaverse - Part 1
    15 Jan 2022 • 2 min read • 3 0
    Share Subscribe now I see burgeoning interest in the emerging domain of the Metaverse. I wonder how much do we understand this and how is it going to revolutionize our way of living. In a nutshell, it...
  • Fed and the year ahead
    11 Jan 2022 • 3 min read • 4 0
    Share Subscribe now Let’s take stock of what happened last year to various asset classes and compare it in relation to the general market consensus. But before that, a bit about the Fed and their prom...
  • Tanla case study - combining value, momentum and insider buying
    06 Jan 2022 • 6 min read • 6 9
    Share Subscribe now Yesterday, in my report titled, ‘Stock picking vs market timing’, I emphasized why stock picking is more important than timing the stock. If you are a pure technical analysis-based...
  • Stock picking vs Market timing
    05 Jan 2022 • 4 min read • 3 2
    Share Subscribe now My writings normally alternate between global macro, individual stocks and emerging technologies. Now, for a change, let’s take a look at how the best investors beat the market. Su...
  • Time to get ready for 5G
    04 Jan 2022 • 3 min read • 1 0
    Share Subscribe now Happy New Year 2022 to all my readers at Breezy Briefings! It could be about four years ago, if I recollect correctly, that I wrote a detailed thematic report on 5G highlighting ho...
  • A break from the markets
    22 Dec 2021 • 3 min read • 4 0
    Share Subscribe now It is that time of the year now that we are (and rightfully should be) less focused on the markets and take a break from everything to be with friends and families. The weather whe...
  • Developing conviction - why Tanla is still a great bet
    19 Dec 2021 • 5 min read • 4 9
    Share Subscribe now Fundamental Investor ™ 🇮🇳 @FI_InvestIndia Who Should Work Harder? Lets Choose Wisely 😀 #FI December 18th 202152 Retweets416 Likes The above tweet caught my attention. The chart ...
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