Hello! Welcome to the blog. I am a curious student of the capital markets focused on key cause-effect macro relationships and trends. I have about a decade of experience in the market and have earlier built a financial planning tool to help an average investor figure out savings, investing, insurance and tax strategies. In this blog, I will lay out my thoughts on key macro and market trends, how it manifests in various asset allocations, and how it will drive asset allocation decisions for investors.