“Is Transcendental Meditation (TM) a religion”? I have been asked this question many times. Well, certain people may perceive the TM program as religious rather than scientific due to its association with terms like “meditation,” “pure awareness,” and “transcendence,” or because it was introduced from India by a teacher with a monastic background. However, philosophers…
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To infinity and beyond?
I will be tied up over the next couple of days juggling fund reports, emails, calls with partners, and some tasks with the dealing team. Meanwhile, the markets refuse to take a break. Gold is on fire, stocks keep inching toward new highs, and everyone seems to be learning how to live with the high-octane…
Survey Monday
After nine months warming the bench, the Federal Reserve looks all but certain to cut interest rates by a quarter-point at its upcoming meeting. Cue the angst and armchair economics. What is stirring the pot? The economy seems headed for the odd combo platter of slower growth with higher inflation. Add in higher tariffs that…
Quality over quantity
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Check out this post that I believe may capture the interest of those who have recently joined our community of investors. Quantity does not always translate to quality. When it comes to networks,…
Trump’s tariffs knocked down
Should anyone really be surprised by this twist? According to a BBC piece, a federal appeals court has just struck down Trump’s so-called “Liberation Day” tariffs. What is next on the docket? A Supreme Court showdown because of course, where else would this political soap opera head? Meanwhile, our portfolios? Not held hostage by the…
The Bhagavad Gita
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…
Back to school
I keep getting the same questions from investors in my meetings: “Are we in a bubble?” “Is this another 2008?” “Should I sell everything and hide under the bed?” They are fair questions. Beneath the surface, we are seeing speculative excess in some sectors, stretched valuations, and record margin debt. Add in rising gold prices,…
Higher volatility knocking
Wall Street has been on quite a ride since April, with the S&P 500 up more than 25% and the Nasdaq surging over 33%. Stocks continue to price in growth, resilience, and innovation, even as the underlying economy quietly drifts toward fatigue. Things were getting a little too easy. Strong earnings deserve credit but the…
Survey Monday
Amid persistent enthusiasm for US and emerging market equities, gold has extended its run as one of the top-performing asset classes into 2025, building on a stellar showing in 2024. So, is it too late to buy gold? Right now, the crowd seems split from my discussion with people. Some are sitting on zero gold,…
K-Pop, demons, and hidden market leaders
K-Pop Demon Hunters is a global home run. It is now Netflix’s most-viewed animated film and the second-most viewed movie overall. I watched the whole thing and you know what? It is actually pretty good. Open Netflix right now, and odds are you will see a recommendation for something called K-Pop Demon Hunters. Unless you…