Tuesday, 8 October 2013

Random Thoughts -- What I Don't Know....and What I Know...!!!!

Understanding yourself is first step towards understanding others....
O Ashuji....

What I Don't Know...and What I Know...!!

1) I Don't Know...How much earnings various companies in market will report because I don't know how much I will make next year...

2) I Don't Know...What P/E should market trade on because I don't know what is my own worth...

3)  I Don't Know... About the future but I do know about the future of those who predict the future..

4) I Don't Know...Which factors will drive markets at any point in time...but I do know that human behavior will always drive the market....Human Behavior is far more cyclical  than any other thing...

5) I Don't Know....If certainty of income will make me smart but I do Know that Uncertainty of Income won't make me dull...

6) I Don't Know ...If my country (India) will be rich but I do know that when Temples in my country have greater wealth than central bank, my country is poor.

7)  I Don't Know ...If markets will be volatile but I do know, when central bankers target asset prices (in turn human behavior), markets will be far more volatile than otherwise.

8) I Don't Know ....How will US Government Shutdown impact the market but I do know, when markets are calmer than sentiment something big is about to come markets way....

9) I Don't Know...Any single factor more important to bull market than corruption....Bull Market thrives on Corruption....India's Bull market was punctured far ahead of global market in November 2010 with Anna Hazare Movement....

10) I Don't Know....My Path...But I do Know My Destination....

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