US markets | Mastering the Market Cycle: Why Howard Marks’ Advice Is More Important in 2026

Veteran investor Howard Marks has long argued that successful investing is less about predicting exact turning points and more about understanding where the markets stand in the broader cycle. His core message in his book ‘Mastering the Market Cycle’ has taken on renewed importance in today’s complex and rapidly changing market environment, where optimism around […]

US Stocks Today | Ackman’s Pershing Square bets big on Meta, leaving Hilton on AI optimism

Billionaire investor Bill Ackman has told clients that his hedge fund, Pershing Square Capital Management, bought shares in Meta Platforms late last year, betting that the tech company would benefit from the rapid adoption of artificial intelligence, according to information from Reuters.Ackman and his investment team, which returned 21% last year, also announced that the […]

Is 2025 a blip? Samir Arora says Nifty’s 11.8% USD CAGR since 1998 is higher than gold, S&P 500

Veteran fund manager Samir Arora has revived the long-running India versus global investing debate with a data-rich comparison that puts Indian equities well ahead of gold and even US markets over the past three decades.The founder and fund manager of Helios Capital Management, in a post on Importantly, these returns are calculated after taking into […]

The affordability squeeze in the US is easing somewhat as key default metrics stabilize

Years of high borrowing costs and persistent inflation have pushed the United States into what many describe as an affordability crisis. But beneath the surface of mounting financial pressure, some consumer default indicators provide a surprisingly more stable picture of household resilience.Much has been made of the so-called “K-shaped” economy—an economy in which the wealthy […]

Fab 7 is not a bubble: Anurag Singh of Ansid Capital says big tech still has legs, but India needs a year of cool-down

Even as Michael Burry’s huge bearish bets on AI-linked stocks roiled global markets, Anurag Singh, Managing Partner at Ansid Capital, said the artificial intelligence frenzy may be moderated but is far from collapsing. “The Fab 7 is not a bubble,” Singh told ET Now, adding that “AI is real. We need to recognize that.” At […]