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…
Disconnected in a connected world
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…
Our story: Transcendental Meditation
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…
The indispensability of risk
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…
Remembering Jim Simons
Jim Simons, a mathematician who founded the most successful quantitative hedge fund of all time, passed away in New York City recently. A Wall Street legend I deeply respect has profoundly influenced my financial career, shaping my approach to market analysis. His quote, “The secret sauce is hiring great people, providing a great infrastructure, collaborating…