Skip to main content

Congratulations Sachin on 100th Century!

In the world of Cricket, history was made on Friday March 16  when Sachin Tendulkar made his 100th century in international cricket - 51 in test cricket and 49 in one-day format. The significance of this record is that it will never be broken for potentially next 100 years or ever! This goes right in the league of Sir Don Bradman's record of average of 99 runs per match which had not been broken till now and will never be broken. Sachin's century of centuries came after 22 years of cricket (he started playing when he was 16 years old). Last year he and Indian team made history by winning Cricket World Cup and since then all of India was eagerly waiting for this milestone. It was a long wait but worth every moment of it.

Congratulations The Little Master for making India proud. We love you!

What's next for Sachin? Given his form over last 2-3 years, he still has quite a bit of cricket in him (even if he is 38 years old). But given that many senior players (Rahul Dravid) are retiring or plan to retire (or rested by selection committee), Sachin would most likely retire in 2012 or 2013. Winning Asia Cup would be a nice icing on top of World Cup win.

Coming to other significant events of the week. Apple stock made sort of history by briefly crossing $600 mark this week on eve of "new" iPAD release. Looks like in short term, my prediction of Apple stock overvalued at $500 would be dead-wrong. It keeps on going up like energizer bunny. For now at least it is defying all rules of big numbers (aka gravity). Nasdaq is benefiting from this momentum in Apple stock with 16% influence. If apple stock continues to go up like this, Nasdaq could make history by reclaiming magical 5000 mark at some time in next few years.
All of cricketing world loves Sachin and all of world loves Apple!

Have a great St Patrick's Day!

/Shyam

Comments

Post a Comment

Popular posts from this blog

Clicks to Tokens: Will 2026 Echo 1998's Boom or 2000's Bust?

My "blogging" was in hibernation last 8 months due to my self-imposed restraint given the environment as well as built-in inertia to get started despite so many interesting events and markets reaching all time highs after taking a big dump around "Liberation Day" in Apr...Around that time I had the blog ready that it would be repeat of Mar/Apr 2020 panic and recovery during onset of Covid Pandemic. The hunch happened to be correct and I was glad that I could keep and take some positions which I am still holding especially around AI theme. But that was then...as 2025 is about to wrap up in 10+ weeks, let's look at what's in store for rest of 2025 and 2026. And what's better time than to start writing again just before one of the most important week on the calendar with multiple key events coming up next week... Fed meeting to decide the course of interest rates - it's almost guaranteed that Fed will cut rates by 25 basis points (2nd time in 2025) and...
Post a Comment
Read more

2026: The Year of Convergence – Melt-up, Moonshots, or Mid-cycle Correction?

Happy New Year! After another period of self-imposed hibernation from the blog—partly due to the festivals, travel, intertia and partly to watch the dust settle on a chaotic 2025—I decided to use the quiet of this New Year’s morning to finally reboot.  Looking back at my October post,  “Clicks to Tokens,”  the hunch about the AI theme held firm. We spent much of 2025 debating whether we were in 1998 or 2000. As we enter 2026, the answer seems to be "neither and both." We have the roaring optimism of the 1920s fueled by "Silicon Spirits," but with the high-speed volatility of the 2020s. So, as the calendar flips, what is in store for 2026? Markets may experience melt-up (S&P touching 8000),  with some moonshots (like SpaceX and OpenAI) IPOs or even see mid-cycle correction bringing down S&P to 6000. That's a wide range and will be decided by Four R's... Here are my thoughts on the " Four R’s ":  Rates, Robots, Rotations, and Real Assets. 1. ...
Post a Comment
Read more

Rockets, Relics & Roaring Markets: The $4 Trillion Crossroads of 1927 and 1999

Happy (almost) Summer! After watching Kevin Warsh get sworn in at a White House ceremony two days ago, tracking three S-1 filings that could collectively hoover up more capital than every U.S. IPO since 2022 combined, and watching 26-year-old stock charts finally break to new highs — it felt like the right moment to ask the uncomfortable question out loud. Are we at a party that ends gracefully, or one that ends with the furniture on fire? The market is simultaneously flashing the neon signs of 1999  and  the orchestral excess of 1927. Most commentators reach for the dot-com playbook. I think the original Roaring Twenties is the better map. Here's why... Assembly Lines to AI Clusters Ford's River Rouge complex was the largest industrial facility on earth in the 1920s — raw iron in one end, a Model T out the other. Steel, rubber, and oil became the picks-and-shovels of the age. GE and Westinghouse were electrifying factories and homes. The infrastructure buildout  was ...
Post a Comment
Read more