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Tue, May 7th, 2024

Rajaram Achutha

Rajaram Achutha

Rajaram Achutha (Raja) is a seasoned tech industry veteran with almost 3 decades experience in Operations, Program Management, Big Data and Analytics. He has worked extensively in  IT Services, Software, SaaS, Cloud, Biotech and Financial Services  in Silicon Valley, Seattle and Singapore. 

All the while Raja was an astute investor, and more importantly a keen student of the market. He is still learning and evolving everyday. After returning home from Singapore, he decided to make this his full time profession and has been a wealth manager for the last 3 years. Monetive Wealth is a Macro and Sector-Rotation driven fund that Rajaram oversees. A latecomer to social media, he has been active in substack and discord and more recently in Twitter. Rajaram started writing his thoughts mostly as a journal for learning and self improvement.

Rajaram is a husband, father, dog lover and a wannabe sailor. You can find his writings at monetive.substack.com and @monetivewealth

Most Recent Stories

Expectation for Q4 Earnings

As the curtain closes on Q3 Earnings season, we look at what the current expectations are for Q4 and beyond.

Q3 Earnings Review

At the end of the Q3 Earnings for large companies, we look at the results so far against expectations and review our thoughts from early October.

Sector Rotation & Q3 Earnings

As we launch into the Q3 Earnings season, this article takes a look at expectations, sector strengths and positioning

Sector Rotation in Portfolio Allocation #2

Looking at sector setups going into Q3 Earnings

Sector rotation in Portfolio allocation

Are we in for rotation out of Tech and into other sectors? This is first of a multipart series looking into sectors as we get into earnings season and the catalysts we look for to add positions in different...

Swinging thru the earnings season

A hot commodity, upcoming spinoff to unlock value and a good technical setup combine to present a juicy swing trade opportunity in VALE

Swing Ideas for an uneasy market: Antero Resources

The last few days have upended the normal markets operations and created extreme risk and dare we say some good opportunities. We begin a new series looking at some swing opportunities every week. Working...

Economic Cycles and Sector Rotation

Sector Rotation is a time tested way to generate market beating returns by constantly overweighting strong sectors while avoiding or shorting weak sectors.

Defense Industry: A look at Boeing, Northrup, L3Harris and Leidos

In this final post in our series on Defense Industry we look at the rest of the large players prior to their earnings release

The Big 3 in Defense Industry: Lockheed Martin, Raytheon Technologies & General Dynamics

A timely look at the 3 biggest names in Defense Industry as we going into the earnings cycle.

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Nine Global Investment Banks illegally shorted $156 million worth of stocks, according to a South Korea investigation https://t.co/OzAZC9Jyb3
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China's CSI 300 Index is nearing a Golden Cross formation https://t.co/MCAWnYVlAK
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Grayscale Bitcoin Trust $GBTC saw an inflow of $63 million on May 3, its first inflow since Spot $BTC ETFs were approved in early January https://t.co/ZNnoRP7pZt
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Nasdaq $QQQ has recovered its 50D moving average after less than 3 weeks below it. That was fast! https://t.co/LmRds7tiUg
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Walgreens $WBA falls to prices not seen since 1998 🚨 https://t.co/zcubbWQCIK
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Chinese Stocks rallied for their 10th consecutive green day on Monday, their longest winning streak since January 2018 https://t.co/YsOW776riV
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Boeing can't even go a day without bad news! The FAA has opened an investigation into $BA after the company said it may have missed some 787 inspections. https://t.co/gPFAj71ZbO
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S&P 500 $SPX posts best 3-day gain since November https://t.co/AcURWUysEy
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BREAKING 🚨: U.S. Treasury U.S. Treasuries are now paying out $2 million per minute! Probably Fine https://t.co/02C5e7USra https://t.co/U6gQSZuLiL
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