Recent analysis
Earnings Drift and Piotroski Work Only Where Trading Is Thin
October 28, 2026
Two classic stock signals, earnings drift and the Piotroski F-score, both work, but only where trading is thin. Adding return on capital ...
Read the piece →The Supercycle Is in Metals; the 2026 Oil Spike Is a Shock
October 28, 2026
The World Bank expects commodity prices to rise 16 percent in 2026, but most of the jump comes from the blocked Strait of Hormuz, not fro...
Read the piece →What Seven Model Stock Portfolios Look Like Once You Check Them Against the Index
August 28, 2026
Stack eight stock-picking factors — breakout, quality, value, momentum, and a machine-learning bullish flag among them — and group what...
Read the piece →Contact Us
Umashankar Triplicane Dwarakanathan
Investment Promotion & Energy-Sector Leader · Chennai, Tamil Nadu, India