While in India a couple of years ago, 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….
Back to school
Buy the dip or buy the headache? Yikes! Markets have finally taken a breather. The recent pullback in AI and technology stocks has put a number of quality names back on my radar, but before anyone rushes to “buy the dip”, it pays to ask whether this is an opportunity or an expensive lesson in…
Explaining meditation to a five-year-old
One of the best ways to understand meditation is to imagine explaining it to a five-year-old. A child understands rest. After running, the body gets tired. It needs to slow down. In the same way, the mind gets tired too. Meditation is simply how we let the mind rest. I often describe that meditation is…
AI bubble fears climb to top market risk in BofA survey
According to Bank of America’s latest Global Fund Manager Survey, fear of an AI bubble has overtaken inflation as the biggest perceived tail risk among institutional investors. Nearly half of respondents now rank AI as their primary concern, a sharp jump from the previous month, while inflation worries have eased. What I found more interesting,…
The real world does not care about your titles
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…