I nailed the bull run on Wall Street while some of my fishing buddies have remained in the bear camp. Are people getting carried away? US stocks have experienced a remarkable bull market, fueled by a change in sentiment, increasing AI revenues, a resilient economy, and the Federal Reserve’s shift toward a more accessible monetary…

The gloom that characterized China at the end of 2023 extended into January, fueled by weak macro data released midway through the month. Additionally, mounting frustration appears to have shifted from offshore concerns to onshore issues, evident as local investors withdrew from domestic Chinese exposure, adding to the selling pressure on A-shares. In my humble…

While in India last month, 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 to…

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. Writing from my home base, the phenomenon of Malaysians seeking work across the Causeway for…

It is early Sunday morning and I find myself thinking, yet again, about the economy and the markets in this fast-paced world of finance. I know I probably should not be. What can I say? This poor soul still has not kicked the habit. The Lunar New Year festivities have come to a close, leaving…