Markets, without the noise
Institutionalclarity.Independentvoice.
Weekly research, trade calls, and deep dives on Indian equity and macro, from someone who has spent a decade reading the signals.
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WHY THIS EXISTS
Signal, not noise. Every week.
Most financial content is either too academic or too promotional. Neither is useful when you are trying to build conviction on a position.
Markets move on flows, incentives, and positioning. That is what I study and write about, every week, with institutional rigor and an independent voice.
“The edge is in knowing what the consensus is wrong about.”
WHAT YOU GET
Built for serious market participants.
WEEKLY
Market Research
Macro and equity thesis published every Sunday. Sector rotation, positioning data, and the key levels that matter this week.
MONTHLY
30+ Trade Calls
Specific entry and exit levels. Risk-reward mapped before the trade, not after.
DEEP DIVES
Long-form Essays
65+ essays on market structure, psychology, and framework building. Archived and searchable.
COMMUNITY
Live Q and A
Monthly live sessions with screen sharing. Real charts, real questions, real conversations.
ARCHIVE
Full Access
Every research note, trade call, and essay from day one. The complete body of work, searchable and indexed.
FROM THE ARCHIVE
Latest essays
3 days ago
Canada's Warren Buffett Is Quietly Buying This Beaten-Down Indian Travel Stock
Prem Watsa's group just put fresh money into Thomas Cook India while the stock sits near its lows. I went through the fi
4 days ago
Abu Dhabi Came Looking for a Small Indian Engineering Company. Here Is Why.
A forensic walk through JNK India, the business that builds the furnaces our refineries run on. This is an educational b
2 weeks ago
Goodluck India Limited
From Steel Pipes to Artillery Shells
RESEARCH PORTAL
Live dashboards. Updated weekly.
Sector screeners, macro trackers, and positioning data. Inner Circle members only.
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