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Research

Notes on factor investing, risk and market regimes from the Shipra team.

Education · Nov 5, 2026 · 6 MIN

Howard Marks on the Investing Mistakes That Never Go Away

Howard Marks's 2005 memo "There They Go Again" lists investing mistakes that return every cycle. We sort them into four families, test them on Indian data from the 2008 crash and October 2026, and turn them into seven questions to ask before you buy.

Parth Patel

Market Notes · Nov 5, 2026 · 6 MIN

Nifty 50 Flat for 2.5 Years: Why Long-Term Investors Quit

The Nifty 50 returned 0.20% in the 29 months from May 2024 to October 2026, after rising about 17% and falling about 16% along the way. Here is why roughly 2.5 years without a gain is where long-term investors give up, what quitting cost, and how to plan for it.

Parth Patel

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