For most of 2025, the dollar looked expensive and tired. The American exceptionalism story had run its course, and the greenback was drifting lower against most major currencies, not collapsing just fading. So the real question is not complicated at all: is this another crisis-driven bounce that fades with the headlines, or does it have…

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?”…

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. Oh no! 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…

I had a simple family dinner over the weekend, nothing fancy, just a normal meal. Then the bill came, and for a moment I wondered if the restaurant had secretly turned into a hedge fund. Prices seemed to be rising faster than the stock market. Jokes aside, it was a small but very real reminder…

War headlines, stubborn inflation, oil flirting above USD90, tariffs, and global trade tensions… If you only read the news, you would probably expect markets to be deep in the red and yet Wall Street keeps climbing. Confused? You are not alone. Why the disconnect? So is the market seeing something we are missing? Or is…