Category: Uncategorized

I had one of those lively Zoom meetings with a group of smart people, the kind that starts off looking perfectly professional but soon turns into an all-encompassing global symposium. The original agenda was simple enough: a quick check-in on portfolios. As these things often go, we ended up talking about almost everything from politics,…

Someone once asked His Holiness Maharishi, “What is the most important quality to have in life?” Without hesitation, he answered, “Discrimination.” The person pressed further, “Now, Maharishi, I cannot believe that. Would not you choose compassion or non-attachment?” Without showing the slightest surprise, His Holiness Maharishi calmly replied, “When you learn discrimination, only then can…

I will be taking a brief break from blogging over the next couple of days as I host some special guests visiting from far and wide. Well, it is always a joy and occasionally a scheduling puzzle to welcome friends and fellow investors from abroad. One of them is a highly successful entrepreneur who has…

Over coffee at a quiet mall, a couple of clients and I found ourselves deep in conversation about the metals market. It was one of those peaceful mid-morning chats, the kind where the barista knows your order but the topic of discussion could move markets. Well, the consensus? We have entered a corrective phase for…

We have all heard the timeless promise of diversification (higher returns with lower volatility). Sounds great on paper, right? Unfortunately, in the real world, diversification does not always deliver that smooth ride investors dream of. In theory, asset class diversification should be simple: mix different things, reduce risk, sleep better. However, as many investors have…

I just got back from a short meditation retreat nestled high up in the misty hills, the kind of place where the clouds seem close enough to touch, and the air feels like it has been filtered through a dream. The journey up was an adventure itself, with winding roads that tested both my driving…

To my friends, clients, partners, and fellow meditators (especially across India) who are celebrating, I wish you and your loved ones a Diwali filled with joy, light, and prosperity. May this festival bring warmth, harmony, and togetherness to your home. This year, Diwali holds a special meaning for me as I celebrate it with fellow…

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. 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 positions like…

It was a weekend to test nerves and margin calls. The crypto market imploded after President Trump dropped his October 10 Truth Social bombshell. A 100% tariff on all Chinese imports, effective November 1 (or sooner, depending on how fiery the next post gets) plus export controls on key software. The move came in retaliation…

I’m back from a short break. Well, over a few hearty meals and more coffee and tea than I would like to admit, I found myself in deep conversation with my partners, the kind of exchange where ideas bounce, opinions clash (politely), and laughter sneaks in between market talk. It is always refreshing to be…