Everyone and his dog is now familiar with Nvidia. We have taken profits on it, and we continue to hold a long-term position in the TM-IM portfolio. It remains a clear winner of the AI boom. I recently came across this AI report from Goldman Sachs. Here is a section: So far, investor optimism isn’t…

I will skip the weekly breakfast and instead dig into a partner’s balanced comments regarding the potential ramifications of Trump’s conviction on the upcoming US election. Yeah, yeah, if you are wondering, I’m not one of those die-hard Trump supporters. Eric Lach, in his piece for The New Yorker, described the moments leading up to…

While taking a break from my work, I stumbled upon an interesting piece from another regular source. While social media can provide benefits such as staying connected with friends and family, accessing information, and networking, its overuse can lead to several dangers. Here’s a summary that I think will capture your interest. Psychologist Jean Twenge…

Transcendental Meditation (TM), rooted in ancient Indian traditions and integrated into the Yoga system and Ayurveda, has a rich history dating back thousands of years. The teachings of great spiritual figures, such as Lord Krishna, Lord Buddha, and Christ, all share the essence of TM as a path to inner transcendence and peace. TM has…

Here is another interesting piece by the esteemed Howard Marks of Oaktree. His articles always make a lot of sense to me. His profound understanding of the economy and financial markets, coupled with his exceptional investment philosophy and approach, is remarkable to me. In this article, Marks wrote about the role of sacrifice in investing…