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…
Back to school
We need to be cautious when commenting on local politics to avoid upsetting certain people. Considering this, I have conducted a scenario analysis for several potential outcomes and their impact on the economy at the request of some of my investors who are understandably concerned about the country’s long-term direction in the next webinar. All…
“I have advantages over billionaires”
If you are still bullish on risk assets like me, you should be cheering on US stocks, plain and simple. Hey, not everyone is a bull on Wall Street. Prominent Billionaires such as Jamie Dimon of JP Morgan and Warren Buffett of Berkshire Hathaway have recently signaled that the market is overvalued and may be due for a…