My long-term position on China is widely recognized among my investors. I appreciate a partner sharing another interesting article by Ray Dalio, which could be of interest to some investors regardless of their views on China. There is a price for everything. Chinese assets ticked all the right boxes at the current levels. Here is…

What a feeling! The first quarter of 2024 is in the books officially. The first three months of the year wrapped up with a strong performance across the markets. Stocks, ranging from domestic to foreign and covering both large and small companies, saw notable gains. My critics have been refuted, evident in the sector rotation,…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on family offices that are experiencing a surge in popularity based on my meetings with investors.  I want to talk about something that does not typically get a…

In his 1963 book “The Science of Existence and the Art of Living”, His Holiness Maharishi Mahesh Yogi states that through the practice of Transcendental Meditation (TM) techniques, over time, the conscious mind becomes familiar with the deeper levels of the mind and the subconscious mind becomes familiar with it naturally. He said he would…

Some markets are closed today and next Monday, representing the Easter holiday in many countries. For those who are obsessed with work, their focus has turned to the US Federal Reserve’s preferred inflation indicator, the core personal consumption expenditures price index (PCE) and comments from Fed Chair Jerome Powell due today. Easter Sunday is the culmination…