While sipping my latte at a crowded coffee place in the mall, I noticed a group of teenage students, most likely from a nearby international school. Their nationality was hard to pinpoint, especially the girls, who seemed to blend effortlessly into the mix of cultures.
They sat together, enjoying local dishes, sharing stories, and laughing freely. Among them was an older teacher with a noticeable belly probably American, judging by his demeanor. As I watched this lively scene, it struck me how vast and interconnected the world has become.
It is a reminder that opportunities are everywhere, often in the least expected places, just waiting to be discovered. The world is bigger and more accessible than ever, and who knows where the next great opportunity will come from?
In the coming weeks, I will be meeting with a number of our fund partners, who will be traveling from different parts of the world to dive into the exciting world of investment opportunities and, of course, the inevitable volatility (because what is investing without a little suspense, right?).
I really appreciate the effort they are making to meet up, and we will be strategizing on how to navigate the market’s twists and turns together with plenty of charts and a lot of jet lag. The objective is to stay ahead of the game while keeping our long-term portfolios strong.
Some of you told me you are worried about a market correction or crash. We must respect the markets and remember they fluctuate all the time. However, rather than letting those temporary hiccups derail our mood, we used them as opportunities to adjust and realign.
Yeah, volatility has been getting a little extra spicy so far this September, as traders are doubling down on bets that the Fed will go on an aggressive rate-cutting spree. Over the past decade, the S&P 500 has dropped in 7 out of 10 Septembers, proving that when it comes to this month, the market just cannot seem to catch a break.
As for the future? I’m bracing for more market mood swings as we inch closer to the November election. I’m calling for a rally once the dust settles. Anything is possible. The good news? Our risk protection is cheaper to set up and practically manages itself.