Dear Members,

Here is a quick review of things we are upto and books/blogs we are reading to stay abreast.

Our CFA presentation is out now available on Youtube. Watch it to understand the Power of uncorrelated assets classes and factor mixing.

Here are 6 of the best (according to us) Ed Seykota quotes that have meaning deeper than the markets.

We are working on an App for DIY investors where All our factor research (MWM, MWV and MMG) can be offered at a bundle price. This will help our clients do proper asset allocation within factors to create a smooth(er) equity curve.

The news of the week is the attack on Israel by Hamas terrorists. This is the handle I follow to keep myself abreast with the latest.

Immediate effect of this attack is the price of Oil which jumped 4%.

The podcast we did with Keshav Garg is receiving critical acclaim. You have to ignore the irritating beeps that were inserted on guest's request as the conversation went no holds bar.

The book I am reading currently is Man's Eternal Quest by Yogananda. You would relate to it only if non-duality is your thing.

That's it for now

Stay blessed,

Manish Dhawan.