◆ ORFEUZ BLOG ◆

How not to Invest in Gold! Inflation Reality Gold may be one of the most misunderstood assets, but if we assume Inflation to be real and interest rates will reach double-digit rates, a lot of misunder...

Canada ain’t just Shopify! The compelling narrative that “performance sells” is a well-known fact, underscoring the importance of delving deeper than surface-level news. A recent Bloomberg article exe...

EVA India Scorecard - Concentration Risks We have seen the SPIVA scorecards and how Active Mangers underperform the S&P Indexes. This is brilliant work done by the S&P Global team as they have...

Is it true that for MSCI methodology, near 70% of the World is USA? I queried the ChatGPT about MSCI World Index, for its investment thesis, institutional mandate alignment, trade offs, risks, potenti...

E&R India 100 up 60% since January 2023 Investing can’t be standard and poor, it has to be Exceptional & Rich. We are running the second live year on E&R India 100. Since January 2023 the ...

The Geographical Bias Geographical bias refers to when a specific location or region has a significant impact on an investment decision. For example, US investors may choose to only invest in the US s...

Step Guide to Creating a Heatmap of E&R U.S. 500 Jan 2000 with Alphie Creating a heatmap is a great way to visualize data trends and variations over time. This guide will walk you through the proc...

source Why A New Smart Beta? What is Smart Beta? And why do we need it? Smart Beta is a method to rebuild a portfolio with a weighting scheme different from the market capitalized weightage method. Th...

U.S. Energy Breaks 16-Year High! E&R XLE U.S. Energy has shattered a 16-year high, delivering an impressive 35% return since January 2023. This performance outpaces the XLE Energy SPDR by a remark...

How is OEF losing $16.8 million in fees and 5% annually to global investors? OEF is the ETF that allows investors exposure to the S&P 100, has $8 B in assets as of September 30, 2023. So, how is i...