After a week on the road, I’m back. Yeah, the markets never really let you leave. Between coffee breaks and transit lounges, I was still checking positions, scanning headlines, and keeping an eye on a world that refuses to sit still especially with geopolitical tensions adding their usual layer of drama. The most valuable part…
Blogging break mode
This blog will be taking a short break over the coming week. In the meantime, it is a long weekend in this part of the world as our Muslim friends celebrate Hari Raya, a time for reflection, gratitude, and reconnecting with loved ones. We also keep in our thoughts those affected by the ongoing escalation…
The cost of conflict
In a short discussion with a couple of investors in a meeting, I shared my view that gold could see a further pullback while the US dollar strengthens in response to the latest escalation in the Middle East. After such a meteoric rise, some profit-taking in gold would not be surprising. Gravity does exist, even…
When hype becomes a game
A client recently made fun of me for not playing pickleball. I suppose I have missed the memo. Suddenly every empty space, from parking lots to old tennis courts, is being converted into pickleball arenas. Hey boys and girls, it is the hottest trend in town. Everyone wants to be seen playing the game these…
Markets, trades and the occasional surprise
As part of my routine work, I keep track of the trades generated from one of my trading models for those with a higher risk appetite. The model is not designed to predict the future with perfect accuracy. If that were possible, markets would probably be a much quieter place and many of us would…