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I will be taking a short pause from posting on my blog as I step away to spend meaningful time with the people who matter most in my life this coming Chinese New Year. This year welcomes the Year of the Horse, a symbol of strength, endurance, freedom, and forward momentum. The horse has always…

As the Lunar New Year dawns upon us, traditionally a time of joy and celebration, there is an undeniable sense of gloom lingering in the air. Some individuals and families find themselves grappling with the harsh reality of economic hardship. With prices soaring and incomes stagnating, the festive season that once brought warmth and happiness…

At almost every business event, there is an invisible gravitational pull toward the biggest titles in the room. The moment a well-known CEO or senior banker walks in, conversations pivot. Business cards surface at impressive speed. If networking had a heat map, you would see all the attention concentrated in one corner of the ballroom….

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…

I spent an hour this morning speaking with some brokers as part of our regular check-in. It was a timely and constructive discussion, focused on positioning and perspective rather than reacting to headlines and noise. A couple themes stood out. For an equity market that has experienced only a mild correction, the level of angst…

Peter Bernstein once captured the essence of investing with disarming clarity: “You have to be prepared to be wrong and understand that your ego must not depend on being proven right. Being wrong is part of the process. Survival is the only road to riches.” This is not a warning meant to scare investors. It…

One of the things that meditators do every day is performing Surya Namaskar before each meditation session. Surya Namaskar, also known as Sun Salutation, is a series of yoga poses or postures performed in a sequence. It’s a traditional practice that originated in India. With the global spread of yoga, Surya Namaskar gained popularity outside…

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…

As a student of the market, I just finished reading an excellent 97-page report by Michael Mauboussin of Morgan Stanley titled “Who Is on the Other Side?” 97 pages may sound intimidating but for market nerds it is the good kind of long, the kind that pulls you in so completely you forget coffee exists…

It is actually a good thing there is no real alternative to the dollar or US Treasury. If there were, investors would not be debating it on social media. They would have left already. Quietly. Efficiently. In very large numbers. The real question is not “Is the US dollar flawed?” It is “What exactly replaces…