I was talking with a prospect who happened to mention the movie The Big Short, and it reminded me just how well it captures the madness of financial markets. If you have not watched it, you are missing out on one of the best finance movies ever made. Based on Michael Lewis’s book of the…

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.  We certainly live in interesting times. In the digital age, artificial intelligence (AI) is transforming various aspects of our lives. The conclusion I am getting from…

Gold has been climbing so fast that it has gathered a lot of attention lately. I came across an insightful article on the yellow metal by Ray Dalio, one of my favorite investors and thinkers. Yeah, gold has pulled back from its all-time highs. However, I believe the gold story still has plenty of chapters…

Global markets have been full of cross-currents lately. Optimism and anxiety swirling in the same tide. Corporate earnings have mostly come in stronger than expected, keeping the narrative of US resilience alive. Central banks, once the villains of tightening, now seem to be leaning toward a more forgiving stance. Liquidity is improving, and risk assets…

An old-timer, a truly wealthy corporate man who had built empires quietly while others were busy talking once told me something I never forgot: “Be careful dealing with “successful” people who cannot stop showing you how successful they are.” He meant the kind who live on social media like it is a personal trophy cabinet,…