Category: Uncategorized

I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…

Private equity has long been associated with uncorrelated returns, access to unique deals, and portfolio diversification but is it still living up to the promise? Or has the growing buzz outpaced the fundamentals? Recently, a party approached me saying he is looking to raise tens of millions for his next batch of offerings. He proudly…

I was talking with a prospect who happened to mention the movie The Big Short, and it reminded me just how well it captures the madness of financial markets. If you have not watched it, you are missing out on one of the best finance movies ever made. Based on Michael Lewis’s book of the…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example.  We certainly live in interesting times. In the digital age, artificial intelligence (AI) is transforming various aspects of our lives. The conclusion I am getting from…

Gold has been climbing so fast that it has gathered a lot of attention lately. I came across an insightful article on the yellow metal by Ray Dalio, one of my favorite investors and thinkers. Yeah, gold has pulled back from its all-time highs. However, I believe the gold story still has plenty of chapters…

Global markets have been full of cross-currents lately. Optimism and anxiety swirling in the same tide. Corporate earnings have mostly come in stronger than expected, keeping the narrative of US resilience alive. Central banks, once the villains of tightening, now seem to be leaning toward a more forgiving stance. Liquidity is improving, and risk assets…

An old-timer, a truly wealthy corporate man who had built empires quietly while others were busy talking once told me something I never forgot: “Be careful dealing with “successful” people who cannot stop showing you how successful they are.” He meant the kind who live on social media like it is a personal trophy cabinet,…

I became a vegetarian as a natural evolution of my meditation practice. Transcendental Meditation or TM has been a powerful teacher in my life, gradually changing the way I look at myself, others, and the world around me. I should add that I was a meat lover many years ago. Back then, the idea of…

As October fades into November, pumpkins are being packed away, cobwebs are coming down, and skeletons are retreating into storage but one thing that is not leaving anytime soon is the rising cost of living. For many households, it feels like Halloween never really ends, the monsters just moved from the haunted house into the…

As expected, the Federal Reserve trimmed its target rate by a quarter point on Wednesday, bringing it down to a range of 3.75%–4.00%. It is the second rate cut this year after September’s move and as Chairman Powell hinted, probably the last one for a while. A third cut by the end of 2025? Do…