Wasif
30 year investment professional. Fund manager and macro junkie
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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sarmayakar.substack.comLatest Issues
Market to World: The War is Over
Bottom Line Upfront:
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The escalation vs. de-escalation back-and-forth has already resumed. Iran re-closed the Strait over the weekend of April 18-19, and we expect this volatility to continue.
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However, as far as the market is c...
LENS Factsheet
Check out our Q4 2025 factsheet for our ETF, LENS, with our strategic positioning and the performance of the Sarmaya Thematic ETF (LENS).
Since inception on January 28, 2025, LENS has positive performance of 56.96% (Market Price) 56.79...
World Get's Reminder: Energy is Life
Energy is Life
The conflict’s energy shock is a reminder of a truth the world forgot: Energy is life.
It has exposed how dependent modern economies remain on essential, tangible inputs like oil and natural gas. This event reinforces...
Investor Letter
Check out our Q4 2025 Investor Letter, which provides an update on market developments, our strategic positioning, and the performance of the Sarmaya Thematic ETF (LENS). Here is also a link to our Q4 2025 factsheet for our ETF, LENS.
Sinc...
LENS Factsheet
Check out our Q4 2025 factsheet for our ETF, LENS, with our strategic positioning and the performance of the Sarmaya Thematic ETF (LENS).
Since inception on January 28, 2025, LENS has positive performance of 56.96% (Market Price) 56.79...
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| Subscribers | Engagement | 67 | Monthly Web Visits | ||
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The writers behind this newsletter.
30 year investment professional. Fund manager and macro junkie
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