When a seasoned banker starts talking like a TikToker, warning of US dollar collapse, urging investors to rush to non-US markets , well that is not insight. That is a business model wearing a tie. I know this because I was in the room. Somewhere halfway through his presentation, I quietly picked up my things…

Ray Dalio is one of the brightest minds of our time, someone whose insights I follow closely. His decades of experience have given him a deep reservoir of knowledge, which I continually draw upon for learning and personal growth. I came across another timely update from him in my email, a rather lengthy but thought-provoking…

It was another “lively” coffee session with the team today. Well, a good mix of backgrounds, perspectives, and healthy debate. As always, it was not just about markets, but about strengthening relationships and sharpening thinking. We wrapped up in about an hour. We know, we know, oil has been putting on its own version of…

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. 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…

Ladies and gentlemen, with everything happening in the Middle East (and markets doing their usual dramatic reactions), I’m curious, how has your portfolio been holding up so far? Would you say the impact has been negative, neutral, or perhaps surprisingly positive? Have you made any moves in response? Trimmed risk, added some protections, leaned into…