Over the last couple of days, I have engaged with numerous investors and partners spanning diverse fields to discuss our outlook for 2024. The predominant insight gleaned from these discussions is a lack of strong conviction regarding the trajectory of this year. Should we be worried about what is going to happen in the next…
If you ignore the ups and downs, everything is fine
It is impractical to claim expertise across every niche, and the notion of grabbing deals first, exclusively, and at more favorable valuations than everyone else in every domain is unrealistic. Through collaborative efforts, I have the opportunity to glean insights from the expertise, experiences, and backgrounds of our fellow team partners from different parts of…
Resilience versus risk
In the ever-evolving landscape of financial markets, where precision and foresight are paramount, exceptional fund managers stand out like beacons of financial acumen. It is hard for me to ignore the strong performance achievement of one of my partners whose expertise has not just navigated, but orchestrated, a symphony of success in the complex and…
Transcendental Meditation is not a religion
“Is Transcendental Meditation (TM) a religion”? I have been asked this question many times. Well, certain people may perceive the TM program as religious rather than scientific due to its association with terms like “meditation,” “pure awareness,” and “transcendence,” or because it was introduced from India by a teacher with a monastic background. However, philosophers…
Weekly breakfast
Ouch! I had breakfast with a broker who told me about a friend who invested it all into one stock and then got absolutely hammered even in a bull market. Never mind. Last week was a volatile week for investors but it ended on a bright note. Markets saw a slight pickup in volatility and…