Oh well, I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Check out this post that I believe may capture the interest of those who have recently joined our community of investors. Quantity does not always translate to quality. When it comes…
A different kind of risk management
I have practiced Transcendental Meditation (TM) consistently for years. The reason is not complicated, it works, and it is actually enjoyable to do. I say this as someone who spends a large part of life dealing with markets, risk, uncertainty, and occasionally listening to gurus confidently predict the future on social media five times a…
When the long bond speaks, markets listen
The 30-year Treasury yield topped 5.1% on Friday, the highest in nearly a year. The long bond jumped almost 11 basis points to 5.121%, while the 10-year surged nearly 14 basis points to 4.595%. Not exactly a small move, unless you have been meditating in a cave without Bloomberg access. Had an interesting conversation with…
We are growing, the quiet kind
I have been meeting some interesting people lately. Not all of them are the right fit. A couple of them are. What I am looking for is simple. Natural communicators. People who enjoy prospecting, building relationships, and opening doors, not because a motivational poster told them to, but because that is genuinely how they operate….
The office is a tool, not a religion
I have been fully home-based for more than 15 years now. Before that, hybrid. Before that, the full commute, the office parking politics, and the profound experience of sitting in traffic for forty minutes to attend a meeting that could have been an email. In my line of work, working from home is not a…