This was the first real bull market in our life.
2007, we were toddlers. 2018, unconscious. It takes time to experience and imbibe, when to leave the full blown party.
The mistakes made in past cycles were not of buying. Buying was diligent, slow, thoughtful, at opportune times. Selling is mistake which most of us made - even seasoned guys.
The Shipping Man
Currently the scene played in Banks is very interesting. This is very different from what played in 2021-2024.
Same company can be played in different themes. Understanding the game which one is playing is important. The game may look same to outsider, but has many nuances.
This year, randomly, few large banks vacated the retail asset growth. AND randomly, small banks got hit in unsecured book. AND Coincidently, they got a space to grow their secured retail book. This should be interesting case to look back few years down the line.
As shipping tycoon Coco says in The Shipping Man – “When you want to cry, really u should buy!"
