I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on family offices that are experiencing a surge in popularity based on my meetings with investors. I want to talk about something that does not typically get a…
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…
Happy Easter
Some markets are closed today and next Monday, representing the Easter holiday in many countries. For those who are obsessed with work, their focus has turned to the US Federal Reserve’s preferred inflation indicator, the core personal consumption expenditures price index (PCE) and comments from Fed Chair Jerome Powell due today. Easter Sunday is the culmination…
China’s economy is in a great transition
Nobody seems to care about China these days. The country is un-investable for “outsiders”. It is human nature. Most people only get interested when prices are rocking. It is easy for anyone to damn China on almost anything and the sensational media and Wall Street love it. Looking at things from 35,000 feet, long-term changes are underway…
Back to school
All our portfolios are closing out a great first quarter, with the markets on our radar continuing to crush it with near daily record highs. It is not only the AI revolution and the Magnificent Seven or Six. Bitcoin and gold have also reached record levels in a rally that spans various asset classes. Ignoring a…