The Blog
Musings on investing, risk taking, and decision making — the journey's field notes, given the space they need to be wrong carefully.
Contents
Work I published
Macro Observer
A running read on the Bangladesh economy — monetary policy, budgets, sector momentum, and the data behind the headlines.
The Latticework
Mental models across disciplines — interactive explorations of the big ideas from math, biology, psychology, and economics.
Mental models, in writing
Ideas on paper
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Essay 01
Paradox of Choice and Investing
More decisions lead to more mistakes.
Essay 02
Deferred Gratification
Waiting helps you as an investor.
Essay 03
Errors of Commission vs Errors of Omission
Reject more, select less.
Essay 04
Regression to the Mean
Gravity of the mean.
Essay 05
Economic Moat
Competitive advantage drives superior return.
The newsletter
Straight to your inbox
In conversation
On air
Appeared in a talk show at TBS Market to talk about macro and market scenarios along with my approach to investment strategy. The conversation is in Bangla.
Ideas, on film
Video essays I created
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03
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Education · Sports · Financial Industry
The journey
Ongoing
Writer & toolmaker
Macro Observer · The Latticework · The Workbench
Financial Industry · Present
Senior Risk Manager
A leading commercial bank · Dhaka
Credential
Earned the CFA charter
CFA Institute · 2024
Equity Research · 8 Years
Eight years reading companies and catering to foreign investors
Equity research · Bangladesh market coverage
Last position — Deputy Head of Research
Covered sectors — macro, financials, consumer durables, consumer goods
Financial modeling for valuation
Education
BBA in Banking & Insurance
University of Dhaka · CGPA 3.4 out of 4
Participated in several business competitions
Captained the department cricket team — lifted the runners-up trophy
Played three 50+ not out match-winning innings while chasing in T20s, alongside economical spells with crucial wickets.
College
Higher secondary
Notre Dame College · HSC · GPA 5 out of 5 · Business Studies
Contributed as a writer to college magazines
School
School years
Bogura Zilla School · SSC · GPA 5 out of 5 · Business Studies
Age-group cricket — part of the U-15 national team
Played the Bogura Premier League
Captained the school cricket team, scored 182 in a 50-over match, and lifted the champion's trophy — one of the highest individual scores at the time.
Instruments for better decisions
The workbench manifest
IDXToolClassStatus
001DSE PulseMarket dashboardWorkbench
A live view of the Dhaka Stock Exchange — 400+ tickers, sector heat, and fourteen years of price history in one page.
002Bond AnalyticsFixed incomeWorkbench
Pricing, duration, convexity, and DV01 for BDT treasuries — T-bills, T-bonds, and floaters, built for the local curve.
003Rate ForecasterForecastingWorkbench
An ensemble of OLS, Ridge, and autoregressive models for thinking about where Bangladesh interest rates go next.
004VaR ToolkitRisk analyticsWorkbench
Historical, parametric, and Monte Carlo value-at-risk with backtesting — portfolio risk measured entirely in the browser.
005Broker Statement ParserPortfolio analysisWorkbench
Drop in a DSE broker PDF, get back time-weighted and money-weighted returns — the report brokers don't send.
Five instruments on the bench today — the sharpest will graduate to public URLs.
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