QuantStreet October 2025 Letter: Positive Narratives

Published on November 5, 2025

October was a good month for financial markets, with a broad-based rally across geographies and sectors. Tech stocks and gold led the way, and the dollar finally had an up month. QuantStreet's strategies, across different risk levels, moved in line with or slightly exceeded benchmarks.

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Investor Dilemma: Pavlov Rings The Bell

November 5, 2025
Classical conditioning teaches us a valuable lesson regarding the current investor dilemma. Pavlov’s research discovered a basic psychological rule: when a neutral stimulus is repeatedly paired with a reward‑stimulus, eventually it will trigger the same response even when the reward is absent.

Amazon’s Layoffs Show How AI Is Coming for India

November 5, 2025
Amazon.com Inc.’s latest global layoffs should come as a singular warning to India. For policymakers dealing with the world’s largest youth population, AI suddenly poses a very real risk to jobs, wages, and a white-collar future.