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Gaurav Bagaria

@gauravobagaria

Learning. https://t.co/VItBmTkE63

Most bad decisions are emotional. Most emotional decisions are done when ability to think second orders effect is weak or hampered temporarily. Often people who get into analysis paralysis are indicisive due to fear. Ability to regulate emotion is a super power.


After a point growth comes at an extraordinary cost. Constraints can create companies.


Fed rate expectations are beginning to price in a rate cut in JUNE, with a 10% chance. The base case now shows AT LEAST 3 rate cuts by December. Meanwhile, the Fed has still not committed to any rate cuts.

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