As a student of the markets, I read a wide range of reports daily. It is part of how I keep myself busy, informed, and continuously learning. The markets never stop evolving, and neither should we. One of the interesting pieces I came across recently was from Rick Rieder at BlackRock. Here is a summary…
Exploring Surya Namaskar
One of the things that meditators do every day is performing Surya Namaskar before each meditation session. Surya Namaskar, also known as Sun Salutation, is a series of yoga poses or postures performed in a sequence. It’s a traditional practice that originated in India. With the global spread of yoga, Surya Namaskar gained popularity outside…
Back to school
You are probably reading this because you are looking for answers. Maybe you are subscribed to a guru’s newsletter, hoping to discover the keys to success in 2025. These self-proclaimed experts often offer frameworks wrapped in certainty until reality barges in, and suddenly, everyone’s “long-term vision” needs a quick update. Take the US dollar. It…
Why doing nothing sometimes wins
I came across this in the media, and it serves as a timely reminder of why patience is still one of the most undervalued traits in investing. When markets go through a rough patch as they inevitably do, many investors instinctively reach for the sell button as if it were a fire alarm. The truly…
Decoupling and the global dance with Wall Street
One of the popular themes I have come across repeatedly in my career is decoupling. Well, the idea that investors can reduce reliance on US assets by shifting into fundamentally strong Asia and emerging economies. It is a theme that sounds attractive. Invest where growth is faster and valuations are cheaper. After 30 years in…