Every year, I sit down with key partners to review performance. Not to celebrate numbers but to answer a more important question. “Did each strategy behave the way it was supposed to?” Looking back at the past year, the data across our portfolios reinforced something we have believed for a long time, well-designed strategies need…

Gold did not politely step back last Friday, it blinked. Silver, on the other hand, did not blink, it face-planted. One moment the precious-metals crowd was calm, the next moment emotions were doing the trading. So here is the real question after the dust settled for now. Are you buying the dip and thanking the…

Centuries ago in India, the sacred land of the Veda, visionary Rishis possessed the ability to perceive the natural rhythms and melodies. These seers would sing and play these enchanting tunes during specific times of the day and night, aiming to bestow tranquility and harmony upon their land, as well as optimum health to their…

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?”…

When I spoke about structures like family offices more than twenty years ago, some people would lean forward, eyes wide as if I had just revealed a secret passage behind the bookshelf. Back then, it was niche, unfamiliar, and genuinely intriguing in this part of the world. Fast forward to today, and the tables have…