We had an insightful session with our digital assets partner, who provided an in-depth year-end update. Key highlights from the discussion included: 1. Regulatory tailwindsA positive shift in US regulatory policy, alongside growing support from global regulatory bodies, is accelerating crypto adoption and increasing investor participation. 2. Bitcoin reserve strategyThe incoming Trump Administration’s appointees are…
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Shifting gears
During this holiday season, I had the pleasure of catching up with a long-time client, a truly remarkable individual known for her boundless generosity and charitable endeavors. Her portfolio, which has been steadily cruising since 2018 is in fantastic shape and we discussed shifting it into higher gear early next year. Think of it as…
A testimony of long-term partnership
In my line of work, client confidentiality is paramount. While I would love to share the names and accolades of the accredited investors I work with, professionalism and the trust my clients place in me always comes first. Today, I am sharing a genuine testimony from one of my valued clients who recently expressed his…
Survey Monday
Gold has performed remarkably well so far in 2024. According to World Gold Council, the yellow metal has thus far benefitted from continued central bank buying, Asian investment flows, resilient consumer demand, and a steady drumbeat of geopolitical uncertainty. As an investment for the long-term investors, gold helps enhance portfolio diversification, acts as store of value,…
Can AI replace a real meditator?
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…
Do not run people down
Six years ago, I invested in a hedge fund that did not quite hit the ground running. The performance was out of my expectation. Now, I will admit, my first reaction was not to grab a megaphone and start shouting at the trader because honestly, I have never found yelling to be particularly productive. Instead,…
Forget perfection
If anyone claims they always buy at the bottom and sell at the top, they are either delusional, lying, or auditioning for a role in a finance infomercial. Even legends like Warren Buffett are not walking around with crystal balls. The reality is that markets are messy, unpredictable and far less cooperative than we would…
Less “likes”, more results
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. In a world where being “connected” often feels like a full-time job, I have managed to maintain a rather elusive online presence despite what all the…
Tales of the holiday season
Heading into the holiday season, there is plenty to unwrap but not all of it feels festive. Inflation is still lingering like that one guest who does not know when to leave, geopolitics remains a chaotic rollercoaster, and a partner of mine is declaring stagflation to be the Grinch stealing our economic cheer. Markets are…
Outrageous predictions
Nothing is impossible in markets! Saxo’s annual outrageous predictions are here once again! This series presents highly unlikely yet entirely possible scenarios that, if they came to pass, could send shockwaves through financial markets. They aim to provoke thought, challenge conventional wisdom and spark lively discussions. Here is their list of outrageous predictions, guaranteed to…