Category: Uncategorized

Buy the dip or buy the headache? Yikes! Markets have finally taken a breather. The recent pullback in AI and technology stocks has put a number of quality names back on my radar, but before anyone rushes to “buy the dip”, it pays to ask whether this is an opportunity or an expensive lesson in…

One of the best ways to understand meditation is to imagine explaining it to a five-year-old. A child understands rest. After running, the body gets tired. It needs to slow down. In the same way, the mind gets tired too. Meditation is simply how we let the mind rest. I often describe that meditation is…

According to Bank of America’s latest Global Fund Manager Survey, fear of an AI bubble has overtaken inflation as the biggest perceived tail risk among institutional investors. Nearly half of respondents now rank AI as their primary concern, a sharp jump from the previous month, while inflation worries have eased. What I found more interesting,…

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. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…

Ray Dalio is one of the brightest investment minds of our time. His decades of experience have created an extraordinary reservoir of knowledge, and I continue to learn from his insights as I refine my own thinking on markets, risk, and investing. I still remember a conversation with a senior banker who seemed genuinely surprised…

I will be away for a while and will not be posting any blog updates. Think of it as my posts taking a little nap while I’m out exploring. In the meantime, trying to time the market with quick in-and-out moves especially during these wild times will likely end in chaos. Short-term trading can be…

Is SpaceX worth the hype? SpaceX’s IPO has ignited tremendous investor enthusiasm, driven by its AI infrastructure ambitions, rapid expansion plans, and compelling long-term growth story. Are market expectations racing ahead of the fundamentals? Join us for an insightful webinar as we examine the opportunities, risks, and valuation behind one of the market’s most closely…

“You have been brought here from all over the country for one reason. Stare fear in the eye as you compete for $50,000. To win the money, you have to complete three extreme stunts. Stunts not only test you physically, but mentally. If you are too afraid to attempt this stunt, you are eliminated.” Any…

If you are looking for something to spoil your weekend, here you go. Legendary investor Jeremy Grantham is back with another warning. This time, he argues that we may be witnessing the biggest market bubble in American history, led by the AI high flyers. In his view, a decline of as much as 70% in…

My latest piece on the US dollar without all the technical jargon or complicated charts has just been published in The Armchair Trader newsletter. Established in 2010, The Armchair Trader is a UK-based financial publication known for its independent commentary on global markets, covering stocks, commodities, ETFs, cryptocurrencies, and derivatives. Here is a section: Come…