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In an interesting discussion with some highly spirited investors, I found myself “defending” America (not Trump). Despite its flaws, the US is still the best house in a shaky neighborhood though even the best houses can spring a few leaks. The largest economy in the world continues to benefit from its free-market spirit, rule of…

Family offices often balance a mix of wealth preservation, growth, diversification and philanthropy, depending on their goals and risk tolerance. Over the coming years, priorities may shift with some focusing on growth while others prioritize preserving and diversifying their portfolios. Portfolios are typically diversified across asset classes, including stocks, bonds, real estate, private equity, digital…

I recently came across an entertaining and insightful piece by Nicol Natale and Ashley Welch for Everyday Health about CEOs and celebrities who swear by meditation. Meditation, it turns out, is not just for monks on mountaintops. It is a powerful reminder that no matter how fast-paced our environment becomes, the ability to pause and…

I have long shared my definition of “inflation” at conferences and webinars that the cost of essentials like housing, healthcare, and education continues to rise, putting increasing financial pressure on individuals and families. While official government data may suggest inflation is under control, the reality is far more concerning. The standard of living for most…

Ray Dalio is one of the brightest minds of our time, someone whose insights I follow closely. His decades of experience have given him a deep reservoir of knowledge, which I continually draw upon for learning and personal growth. While checking my client emails, I came across a long article from him, well worth reading…

My exposure to the Bhagavad Gita has also been an integral part of my Transcendental Meditation (TM) journey as a Sidha. As I have deepened my meditation practice, the teachings of the Gita have taken on even greater significance. The Bhagavad Gita is a timeless conversation between Lord Krishna and the warrior Arjuna, set on…

Every day, I spend at least two hours reading updates from my partners and other sources. I was not surprised to see uncertainty once again dominating the US bond market, as highlighted in one of my partners’ latest commentaries. Nobody is exactly calling for fireworks, but in this market, even a modest data surprise, up…

Centuries ago in India, the sacred land of the Veda, visionary Rishis possessed the ability to perceive the natural rhythms and melodies. These seers would sing and play these enchanting tunes during specific times of the day and night, aiming to bestow tranquility and harmony upon their land, as well as optimum health to their…

I had a lively chat with some investors today, turning the public holiday (and the first day of school breaks!) into an impromptu market roundtable. What is going on? The US dollar is slipping while cash drifts into gold and every other “anything-but-greenback” hideout. I know, I know. The dollar’s once-shiny safe-haven halo looks a…

There is still no agreement on whether Trump’s policies could trigger a foreign sell-off of dollar assets. Ultimately, it depends on whether global investors feel they have overindulged on US exposure. Phew! In a note that landed in my inbox, one bank suggests the serving size might be smaller than feared. Oh yeah, some investors…