I picked up this simple yet deeply insightful story translated from Hindi that invites us to reflect on the unseen, subtle forces that drive the world around us, reminding us that from the simplest, most unassuming beginnings, the grandest creations can unfold. Once a master was sitting with his disciples under a huge banyan tree,…
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Preparing for the next Great Depression
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. I’m “free” that I can write about anything as long I think it is realistic and can help my investors make some money to pay off…
Music for the mind, body and environment
Centuries ago in India, the sacred land of the Veda, visionary Rishis possessed the ability to perceive the natural rhythms and melodies. These seers would sing and play these enchanting tunes during specific times of the day and night, aiming to bestow tranquility and harmony upon their land, as well as optimum health to their…
Not a perma-bull
My clients and partners know that I have been a rather stubborn bull for quite a couple of years now and my long-term positions clearly reflect that. Please do not get me wrong. I’m not a perma-bull who sees rainbows all the time. In my 30 years as a trader and investor, I have turned…
Nobody is perfect
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. You can read financial books, study free information on websites and attend seminars. Yet when that is all done, you still do not really understand investing…
Watch out!
Well, when Jamie Dimon of JPMorgan Chase says “Watch out,” it is usually not small talk. In his latest update, he admitted, “You feel stupid when everyone’s coining money and everyone’s great… it does feel really good.” That pretty much sums up late-cycle psychology. After that deep breath comes the warning. Here you go –…
Back to school
With or without Trump, markets remain inherently probabilistic. The future has never signed a contract with anyone. All we can do is think in scenarios, assign odds, and position ourselves accordingly. In this webinar, I will walk through the most likely paths forward and attach rough probability weightings to each. As for my own positioning,…
A meditator’s view on money and happiness
During this Chinese New Year festive season, you will see many people enthusiastically rearranging their homes, consulting feng shui masters, wearing specific colours, placing lucky plants at precise angles, and performing all sorts of traditional rituals to “invite” more wealth in the Year of the Horse. Suddenly, furniture starts moving more than the stock market….
Blog volatility ahead
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…
Patience, persistence, progress
The Chinese are often described through numbers but resilience cannot be measured statistically. It is rooted in a civilization spanning more than 5,000 years, a culture that has endured dynasties, invasions, revolutions, and reinvention without losing continuity. Hard work is deeply embedded in the culture. For generations, survival depended on discipline, thrift, and perseverance. Progress…