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Posts Tagged ‘ Norbert Fernandes ’

Technology and the death of authenticity

Tuesday, January 3, 2017 | More »

I read this article recently ‘What it feels like to be the last generation to remember life before the Internet’, and it really got me thinking. It is indeed tough to recall just how life was before the Internet, or the cellphone, for that matter. What an amazing testament it is to these technol...

Norbert Fernandes

Risk vs volatility: misunderstood partners in crime

I hear these two terms – risk and volatility – all day long, almost always interchangeably. They sound like the same thing, but the truth is although they are related terms, conceptually they can be quite different. A lot of this misconception stems from the fact that traders are the most visibl...

13 May, 2015 | More »

Norbert Fernandes

Of alternative boom-bust cycles and crazy e-commerce valuations

Several years ago, I came across an interesting piece of research (by the then-Merrill Lynch). They had analysed long term market behaviour of investors, performance of key asset classes in public markets, and had correlated it with the stage of the economic cycle, and then summarised all this analy...

5 November, 2014 | More »