I was sitting across from a prospect recently. Sharp guy, done well for himself. About ten minutes in, he leaned back and asked me: “Why would I put money into a multi-strategy portfolio compounding at double digits a year (oh yeah) when I could just ride the AI wave and make money hand over fist…
Up, up, and away!
Up, up, and away! US equities marched to fresh record highs after the latest payrolls numbers, with the S&P 500 chalking up its sixth consecutive weekly gain, its best run since October 2024. The Nasdaq 100 joined the party with a sixth straight weekly advance, while small-caps quietly stretched their winning streak to seven weeks….
Watching what comes after
My latest piece on gold (without all the technical jargon and charts) just went live in The Armchair Trader newsletter, one of my favourite reads in the space, and one of the few that manages to write for both retail readers and serious investors without dumbing either one down. That is harder than it sounds….
Quiet inflation crisis
From where I sit and work in Kuala Lumpur, the inflation problem is far worse than what official numbers are telling us. On paper, it still looks manageable. In real life, almost nobody I speak to feels that way anymore. Food prices are up. Insurance is up. Rentals are up. Utilities are up. Labour costs…
Explaining meditation to a five-year-old
One of the best ways to understand meditation is to imagine explaining it to a five-year-old. A child understands rest. After running, the body gets tired. It needs to slow down. In the same way, the mind gets tired too. Meditation is simply how we let the mind rest. I often describe that meditation is…