I will be on the road and my blog might be taking a little break due to iffy internet connections. Do not worry, I’m not abandoning ship. Oh no! What if the markets crash while I’m gone? My team are here holding the fort plus my trusty TM-IM system will be on duty, managing those…
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Did my dinner just outperform the market?
I had a simple family dinner over the weekend, nothing fancy, just a normal meal. Then the bill came, and for a moment I wondered if the restaurant had secretly turned into a hedge fund. Prices seemed to be rising faster than the stock market. Jokes aside, it was a small but very real reminder…
Back to school
War headlines, stubborn inflation, oil flirting above USD90, tariffs, and global trade tensions… If you only read the news, you would probably expect markets to be deep in the red and yet Wall Street keeps climbing. Confused? You are not alone. Why the disconnect? So is the market seeing something we are missing? Or is…
Survey Monday
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…
Music for the mind, body and environment
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…
Sell in May and go away
“‘Sell in May and go away”, a phrase most investors know well. I was recently discussing this with a partner, and what began as a casual remark quickly turned into a proper exchange on whether markets genuinely slow down over the summer or if investors simply like the idea of having an excuse to do…
Why is Transcendental Meditation “expensive”?
While in India early last year, I engaged in a rather long conversation with an experienced meditator and teacher from France to inquire about the ease of introducing Transcendental Meditation (TM) in her home country. She pointed out that the initial reluctance of individuals to delve into TM often stems from cost considerations. I conveyed…
Back on the road!
I will be on the road for the next couple of days, so the blog will be taking a brief nap. No worries because I’m not fleeing the markets. Just stepping away for a short while and will return soon, refreshed and ready to dive back in. I will be meeting with some investors and…
30 years, one persistent fear
When a seasoned banker starts talking like a TikToker, warning of US dollar collapse, urging investors to rush to non-US markets , well that is not insight. That is a business model wearing a tie. I know this because I was in the room. Somewhere halfway through his presentation, I quietly picked up my things…
We are in a world war that is not going to end anytime soon
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. I came across another timely update from him in my email, a rather lengthy but thought-provoking…