New Delhi, May 3 -- After a long, self-imposed hibernation, an invitation to listen to his favourite macro investor lured Bertie to a South Mumbai hotel. Bertie now thinks of himself as a reclusive genius and imagines paparazzi with flashing lightbulbs waiting for him at the entrance of every five-star hotel. Staying true to his character, Bertie quietly slid into the back rows of the large banquet hall. To his chagrin, no one recognized him and, despite a couple of attempts at some deliberate eye contact, the solitary photographer with a clunky Nikon around his neck ignored him completely. But Bertie the optimist soon saw the half-full glass; the quest for anonymity had been accomplished; it's only the genius that remained.

With that ha...