Category: Uncategorized

Every year, I sit down with key partners to review performance. Not to celebrate numbers but to answer a more important question. “Did each strategy behave the way it was supposed to?” Looking back at the past year, the data across our portfolios reinforced something we have believed for a long time, well-designed strategies need…

Gold did not politely step back last Friday, it blinked. Silver, on the other hand, did not blink, it face-planted. One moment the precious-metals crowd was calm, the next moment emotions were doing the trading. So here is the real question after the dust settled for now. Are you buying the dip and thanking the…

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…

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?”…

When I spoke about structures like family offices more than twenty years ago, some people would lean forward, eyes wide as if I had just revealed a secret passage behind the bookshelf. Back then, it was niche, unfamiliar, and genuinely intriguing in this part of the world. Fast forward to today, and the tables have…

It is a long weekend in this part of the world, and with Thaipusam falling on Sunday, the atmosphere takes on a very different rhythm. Thaipusam is observed by Tamil communities across the world, not just here, but in places like India, Sri Lanka, Singapore, Mauritius, South Africa, and even pockets of Europe and North…

Early this morning, I had a short session with some investors, and our discussion drifted toward an interesting question that is what role does money really play in happiness? As someone who has practiced Transcendental Meditation or TM for a number of years, I have learned to see money not as something to chase or…

Oh no! Dollar bears everywhere? Dollar bears seem to be everywhere again and confidence in the greenback is being questioned loudly. In this webinar, I will share what is happening on the ground and why dollar volatility, not dramatic headlines or mainstream narratives, deserves investors’ attention. In my 30 years in this show business, I…

Risk assets continue to climb, largely fueled by money printing and excess liquidity. When capital is cheap and plentiful, asset prices tend to rise often well beyond what fundamentals alone would justify. This kind of environment can persist longer than logic would suggest, which is precisely why bubbles are so convincing while they inflate. Eventually,…

I recently hired a handyman to fix a bathroom issue at home. He was confident, reassuring, and quick to say, “No problem, I can handle it.” Unfortunately, he could not. What was meant to be a straightforward fix turned into a bigger mess. In the end, I had to bring in a proper plumbing specialist,…