I got back from a short working trip, and let me tell you that one of the greatest blessings of this journey was meeting a group of people who radiated positivity. As if the universe wanted to sprinkle a little extra magic on the experience, a number of them turned out to be meditators too….
On the road, again!
I will be on the road and my blog might be taking a little break due to iffy internet connections. Do not worry, I’m not abandoning ship. What if the markets crash while I’m gone? My team are here holding the fort plus my trusty TM-IM system will be on duty, managing those positions like…
Inflation cools and stocks soar
Congratulations, bulls! It is like an early holiday gift wrapped in a better-than-expected CPI report and some jolly strong bank earnings. Take a look at the charts from CNBC below. They paint a clear picture of why the market’s mood has shifted. A sharp drop in 10-year Treasury yields and a stock market rally that…
Saylor calls bonds “toxic” in pitch for Bitcoin
Fresh off crunching the numbers and wrapping up performance reports for a variety of portfolios, I stumbled upon this Bloomberg article about Bitcoin and let us just say, it grabbed my attention faster than a sudden market rally or crash. Regardless of his comments, our strategic allocation to digital assets is a move I’m confident…
The biologist and the physician
While sifting through the latest batch of regular reports in my email inbox, I stumbled upon an update that managed to stand out. Here is a section: I perceive there to be two types of investors: the biologist and the physician. The physicians are more numerous. They have been taught to believe in universal laws,…