Category: Uncategorized

I’m posting this again and honestly, there is no harm in repeating it (unlike checking your phone every 5 minutes). Mobile addiction is becoming a real issue, cutting across age, background, and even battery life. So here is a gentle reminder worth sharing again. While dining at a restaurant with my family, I could not…

I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…

Things were going well, then along came Tariff Man. According to a news update that crossed my desk this week, the US economy shrank during the first three months of what some have optimistically dubbed America’s new “golden age.” The initial read on Q1 GDP showed a 0.3% contraction, modest but notable. The culprit? Mostly…

It is Labor Day in many countries, a public holiday to celebrate work by… not working. Still, I’m back writing after a stretch of meetings and heavy work. You may have noticed by now that I can work from anywhere and anytime despite having a perfectly respectable workplace somewhere in the city centre. Well, this…

I will be taking a short break from blogging as I will be busy accommodating visiting partners and clients which mostly means lots of meetings, plenty of coffee or tea, and pretending my calendar is under control. While the financial press still chases clicks, we stay focused on what truly matters. These meetings come at…

Ray Dalio is one of the brightest minds of our time, a person whose insights I always follow closely. His wealth of knowledge, accumulated through decades of experience, is something I constantly look to for learning and personal growth. While working on my presentation, I came across another article from him worth reading as tariff…

The implications of tariffs have been anything but predictable and they just keep coming. Lately, I have been getting a flood of questions about what this means for the US dollar. The most popular one? “Is the dollar going to crash as dedollarization gains momentum?” In this webinar, I will be cutting through the noise…

Investing is not magic, it is mostly discipline, data, and not panicking when things look messy with Trump around. With TM-IM’s analytical system, I have been able to focus on what really matters that is making informed decisions without getting whiplashed by market noise. Now, before you scroll through some of our performance charts, let…

Has the shine faded from the Magnificent Seven? The flagship names of the US stock market the so-called Magnificent Seven have stumbled out of the gate this year, with share prices dipping across the board. Collectively, the Bloomberg Magnificent Seven Total Return Index has dropped 16% YTD and is more than 20% below its December…

I was on a video call with some folks from the US. For years, the global trade deal is not perfect but it works. Countries focus on what they are good at, supply chains hum along, and consumers get affordable stuff. Then came President Trump, who decided to rewrite the rules of the game. Half-jokingly,…