Nobody seems to care about China these days. The country is un-investable for “outsiders”. It is human nature. Most people only get interested when prices are rocking. It is easy for anyone to damn China on almost anything and the sensational media and Wall Street love it. Looking at things from 35,000 feet, long-term changes are underway…

All our portfolios are closing out a great first quarter, with the markets on our radar continuing to crush it with near daily record highs. It is not only the AI revolution and the Magnificent Seven or Six. Bitcoin and gold have also reached record levels in a rally that spans various asset classes. Ignoring a…

We tend to view things through the lens of our own experiences: our careers, colleagues, and neighbors. Situations and circumstances are subject to change. Success and failure, prosperity and adversity, are transient phases that come and go. Even the most stable of situations can undergo unexpected shifts due to external factors beyond our control. For…

Traders price in three quarter-point eases in 2024. That is a sharp drop from more than six as was expected at the turn of the year. Never mind because that was enough to push Wall Street to fresh record highs while gold also scored a new record, jumping above USD2,200 an ounce last week. We have…

While in India early this year, I engaged in a rather long conversation with an experienced meditator and teacher from France to inquire about the ease of introducing Transcendental Meditation (TM) in her home country. She pointed out that the initial reluctance of individuals to delve into TM often stems from cost considerations. I conveyed…