The great investor theory

History has the Great Man theory, and likewise, the field of investment can have the Great Investor theory. But can there be a great investor, or can anyone become one by following trends?

Your gold doubled. That is the problem, not the prize

A soaring price has rebalanced your portfolio for you, in the wrong direction. Here is how to fix it.

The AI revolution worth having

Forget the trillions being bet on AI. The revolution that matters is the one you can build for yourself, for free, right now.

Old file, new company

The market misprices stocks using outdated assumptions. The opportunity lies in that gap.

SEBI's new rule helps the wrong people

The people who would benefit most from third-party SIPs aren't the ones this rule is designed for

The most useful answer is 'I don't know'

Four kinds of letters arrived after last week's column on West Asia, and the largest pile asked the same question