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Recession risks are back in the spotlight, with a growing number of fund managers, analysts, and strategists sounding the alarm. Higher tariffs are being blamed as the usual suspects and for some, the recent market slump is flashing warning signs of an economic slowdown. Yet, after four consecutive weeks of selling pressure, US equities finally…

Recently, I had a meeting with a long-time client who has supported my work for over 20 years. This particular client has seen his returns over the years, the result of my team’s hard work. That is why he is still with me after all this time. In our show business, long-term numbers speak louder…

March has not been a victory lap for some of the biggest names in the hedge fund world. Instead, it is been a humbling reminder that even the most sophisticated players can get whipsawed by the markets. The pain did not start this month, either, many firms were already limping from February losses, making Q1…

Uh-oh, the market is throwing another tantrum. Your favorite stocks are sliding, Bitcoin’s wobbling, and your portfolio might be looking a little too red. Hey, do not panic, this is not our first rodeo. Markets go up, markets go down but your strategy should always stay sharp. In this webinar, I will explore strategies for…

Drum roll, please! Recent developments signal a monumental shift in the US government’s approach to Bitcoin and digital assets. In case you have just returned from a vacation or a self-imposed digital detox, President Trump has signed an Executive Order establishing a Strategic Bitcoin Reserve (SBR) and a US Digital Asset Stockpile, a groundbreaking move…

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…

Transcendental meditation or TM is a technique that I have regularly done over all these years because it is so simple, effective, and the experience of doing it is so enjoyable. I feel sorry for some people who go looking for an effective meditation technique and have to shift through all the land mines of…

Corrections and volatility are just the price of admission for superior returns, and once again, we have reached that familiar moment where investors everywhere are flailing like drowning swimmers, desperately calling for a lifeguard. I have always said the real test is not dodging the dips, it is keeping our cool when they happen. I…

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. 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…

I just got back from a busy trip and jumping straight back into the action. Time to settle down though the markets, as always, have other plans. A full plate of work and meetings ahead, navigating the usual turbulence. Well, what is investing without a little chaos to keep things interesting? History does not always…