Writings
A collection of writings on investing and living with cancer by Gautam Dhingra.
-
Inflation-Linked Bonds: A Hidden Gem
In the vast landscape of alternative assets, inflation-linked bonds fly under the radar, overshadowed by the more glamorous private equity, venture capital, infrastructure, and real estate. But isn’t…
-
Commodities: Insights and Challenges
Commodities gain traction from time to time as an alternative asset class. Their allure lies in their low correlation with traditional investments like stocks and bonds, coupled with…
-
Private Real Estate – It. Is. Illiquid. Period.
Real estate is a legitimate alternative asset class, offering a way to diversify portfolios heavily weighted in stocks and bonds. However, it comes with a significant caveat: it…
-
Hedge Funds – The Emperor Has No Clothes
Once upon a time, a “hedge fund” referred to a strategy of balancing long and short positions in stocks to “hedge” market risk. Fast forward to today, and…
-
Private Equity – The Tide Has Gone Out
To predict the future returns of an asset class, a wise starting point is analyzing the components of past returns and projecting their future trajectory. Private equity (buyout)…
-
“Alternative Assets” – The Bandwagon Effect is in Full Force
Have you ever wondered why everyone seems to jump on the same investment bandwagon, whether it’s tech stocks in the ’90s or AI stocks last year? This is…