Going forward, updates on this blog will happen whenever I can carve out the time which may be less predictable than market volatility. I will be busy scaling my work with partners, both existing and new ones. Growth is good, collaboration is better, and as much as I enjoy writing here, the real work and…
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Sell the trumpets, buy the cannons
There has been no shortage of reports about the escalating conflict involving Iran and the risks it poses to global markets. The situation has once again pushed the Middle East to the center of global attention. With energy markets reacting quickly to every new headline, warnings of oil price spikes and broader economic disruptions have…
The seven levels of consciousness
In his 1963 book “The Science of Existence and the Art of Living”, His Holiness Maharishi Mahesh Yogi states that through the practice of Transcendental Meditation (TM) techniques, over time, the conscious mind becomes familiar with the deeper levels of the mind and the subconscious mind becomes familiar with it naturally. He said he would…
Back to school
Private equity has long been associated with uncorrelated returns, access to unique deals, and portfolio diversification but is it still living up to the promise? Or has the growing buzz outpaced the fundamentals? Recently, a party approached me saying he is looking to raise tens of millions for his next batch of offerings. He proudly…
No bunker required
I have not gone into hiding in a bunker despite the escalating tensions in the Middle East. In reality, the past couple of days have been quite the opposite. I have been working closely with partners and engaging with both existing investors and new prospects who are looking to understand and in some cases capitalize…
Not very social on social media
Some of my clients like to tease me about this but I have never been very active on social media. I do not have a Facebook account, no Instagram, and definitely no TikTok. I did open a LinkedIn account many years ago, though for the longest time it felt more like having a library card…
On the fog of war and having second thoughts
He does not post photos of fancy meals, business class flights, or the occasional “look how successful I am” moments unlike some others we see on social media. Edward Yardeni is one of the few experts I follow on LinkedIn, even though I’m not particularly active on that platform myself. When something from him appears…
Back to school
Beneath the headlines, the recent US raid in Venezuela and the escalating confrontation with Iran are about far more than nuclear ambitions or regional rivalries. At their core, these developments reflect the intensifying strategic rivalry between the US and China. Iran and Venezuela have long been important energy partners for China. Moves by Washington are…
The investor’s black belt
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. Obtaining my first black belt in Tae Kwon Do more than 30 years ago marked a significant milestone, demonstrating my dedication and perseverance in the martial…
Making money while the world makes headlines
Global investors have responded in classic fashion, shifting into “risk-off” mode, rotating toward the perceived safe havens of gold, the US dollar and the Swiss franc as war returns to the Middle East. Escalation, rather than de-escalation, currently appears the more probable path, with no ceasefire in sight. These developments add another layer of uncertainty…