Gold has performed remarkably well in 2024. According to World Gold Council, the yellow metal has thus far benefitted from continued central bank buying, Asian investment flows, resilient consumer demand, and a steady drumbeat of geopolitical uncertainty. As an investment for the long-term investors, gold helps enhance portfolio diversification, acts as store of value, and offers…
Exploring Surya Namaskar
One of the things that meditators do every day is performing Surya Namaskar before each meditation session. Surya Namaskar, also known as Sun Salutation, is a series of yoga poses or postures performed in a sequence. It’s a traditional practice that originated in India. With the global spread of yoga, Surya Namaskar gained popularity outside…
The meaning of a dramatically steeper curve
While reviewing my emails this morning, I came across another interesting article by Denise Chisholm from Fidelity Investments that I believe would be valuable for my investors as part of their ongoing learning journey. Denise is undoubtedly one of the sharpest minds in the field and I have gained a great deal of insight from…
Scaling the wall of worry
Whoa! Stocks threw a tantrum as long-term bond yields edged closer to their 2024 highs. Over time, I have grown used to the pessimists and fear mongers predicting doom and gloom at every turn. As expected, I prefer to focus on the brighter side, seeing this as the markets simply adjusting to the normalization of…
On bubble watch
Are things getting bubbly? I have just finished reading another gem by Howard Marks. As the co-founder of Oaktree Capital Management, established in 1995, he is definitely one of my favorite financial writers out there. You can always count on him for insights that make you think. Here is a section: The greatest bubbles usually…