14 stocks where Quant is the only mutual fund to have invested - Century Enka - Jash Engineering - VPRPL - Rossell India - Lancer Container - HP Adhesives - Prime Securities - Best Agro - Heubach Colorants - Primo Chemicals - Sasken Tech - NACL - Ashapura Mine - Nahar Spinning

"The most dangerous thing is to buy something at the peak of its popularity. At that point, all favourable facts and opinions are already factored into its price and no new buyers are left to emerge." - Howard Marks

Direct mutual funds are good only if you are an expert who one can take strategic calls over allocation, plan exit gateways, category swaps, timely rebalancing etc. Direction in investing is very important. Individuals who are not expert and investing directly are directionless.

US Fed cuts interest rates by 50 bps for first time since 2020 - 2 more 25 bps cuts in 2024 - Fed gained "greater confidence" that inflation is moving to 2% - Fed sees 100 bps of rate cuts in 2025 and 50 bps of cuts in 2026 The long awaited "Fed pivot" has officially begun.