I will be taking a brief break from blogging over the next couple of days as I host some special guests visiting from far and wide. Well, it is always a joy and occasionally a scheduling puzzle to welcome friends and fellow investors from abroad. Among them are two of my mentors, both brilliant minds…

Nobody likes to lose money. Yet, in investing, losses are part of the game even when we follow the same set of rules that produced winning trades. When we find ourselves down, we do not panic. We focus, adapt, and do whatever we can within reason and discipline to recover. In a meeting with new…

A number of years ago, I gave a presentation titled “Should I invest in Bitcoin?” Back then, Bitcoin was still the new kid on the financial block, loud, unpredictable, and dressed in a hoodie instead of a suit. My advice at the time? Avoid it. The reasoning was simple. The asset was too volatile, too…

As the full moon rises tonight, families across Asia look up at the same glowing circle that has inspired poets, dreamers, and storytellers for centuries. The Mid-Autumn Festival (中秋节) dates back more than 3,000 years, celebrating reunion, gratitude, and the harvest season. Legend tells of Chang’e, the Moon Goddess, who ascended to the heavens after…

Early this morning, I had a short session with some investors, and our discussion drifted toward an interesting question that is what role does money really play in happiness? As someone who has practiced Transcendental Meditation or TM for a number of years, I have learned to see money not as something to chase or…