Over the last couple of weeks, I have presented at several private meetings for investors and urged them to think outside the mainstream. No obligation and lengthy sales pitch. With each session triggering a flood of requests for additional meetings. It’s never too late to be strategic and analyze investment options. Alternative investments can offer…

Warren Buffett’s long-time investing partner and billionaire investor Charlie Munger passed away at age 99, a month shy of his 100th birthday. He was a great teacher and a lot of us here in one form or another have been one of his students either directly or indirectly. Munger is one of my inspirations minus the fancy business school jargon….

There are no “gurus” out there. The best of us are still mere mortals. We all see the same things. We just all interpret differently. Nothing goes on forever in the markets. All we want to do is how to invest by avoiding excessive risks and calculating the probabilities of various outcomes. Ouch! A dose…

Hip. hip, hooray! Stock prices continue to rise, making November one of the best months for Wall Street. Retail investors net bought USD4.8B of cash equities, the highest weekly inflow recorded since April 2022. For the week, the S&P 500 advanced +1% and the Nasdaq Composite tracked +0.89% higher. The S&P 500 is up over…

Should I just keep regurgitating a lot of things that I have been spewing on and off here? The year is slowly drawing to a close. Some of my clients and partners are even more quickly disappearing off on holiday – how lucky. I have started working on my New Year letter (packed with “wild…