My exposure to the Bhagavad Gita has also been an integral part of my Transcendental Meditation (TM) journey as a Sidha. As I have deepened my meditation practice, the teachings of the Gita have taken on even greater significance. The Bhagavad Gita is a timeless conversation between Lord Krishna and the warrior Arjuna, set on…
Back to school
I keep getting the same questions from investors in my meetings: “Are we in a bubble?” “Is this another 2008?” “Should I sell everything and hide under the bed?” They are fair questions. Beneath the surface, we are seeing speculative excess in some sectors, stretched valuations, and record margin debt. Add in rising gold prices,…
Higher volatility knocking
Wall Street has been on quite a ride since April, with the S&P 500 up more than 25% and the Nasdaq surging over 33%. Stocks continue to price in growth, resilience, and innovation, even as the underlying economy quietly drifts toward fatigue. Things were getting a little too easy. Strong earnings deserve credit but the…
Survey Monday
Amid persistent enthusiasm for US and emerging market equities, gold has extended its run as one of the top-performing asset classes into 2025, building on a stellar showing in 2024. So, is it too late to buy gold? Right now, the crowd seems split from my discussion with people. Some are sitting on zero gold,…
K-Pop, demons, and hidden market leaders
K-Pop Demon Hunters is a global home run. It is now Netflix’s most-viewed animated film and the second-most viewed movie overall. I watched the whole thing and you know what? It is actually pretty good. Open Netflix right now, and odds are you will see a recommendation for something called K-Pop Demon Hunters. Unless you…