EQ Saturday Sapience #169
Equity Intelligence 2nd May 2026
Quote for the Week
“True believers make the most money in manias, and skeptics lose the least when they crash. But the key to the investment success we aim for lies in always maintaining a healthy balance between belief and doubt. As Charlie Munger used to say, quoting the ancient philosopher Demosthenes, ‘For that which a man wishes, that he will believe.’ Most people dream of getting rich and are willing to trust when promised a way to do so without risk. But the new thing rarely pays off as expected, especially if invested in unskeptically while it’s raging.” —Howard Marks
Picture for the Week
Podcast for the Week
Legendary Trader Paul Tudor Jones in conversation - on AI Risk, Bubbles and Buffett… Watch more
Articles for the Week
Oil markets are still in La La land... Prices have risen sharply. Unfortunately, they still have further to go. The world is only starting to get to grips with what may lie ahead. Central banks may soon face the second inflationary shock of the decade, after the covid-19 pandemic. In Asia many governments have already taken drastic measures, such as shortening the working week… Read more
Locker to exchange: How India can become a global gold hub... India holds one of the world’s largest privately owned stocks of gold. Bullion exchanges can be a strong pillar to invite that gold sitting idle in cupboards… Read more
West Asia conflict fuels surge in waste-to-energy startups... Amid the Iran War and the ensuing LPG shortage, biofuels firms see renewed interest as India pushes to cut dependence on fossil fuels and reduce its import bill… Read more
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