It is a long weekend in this part of the world, and with Thaipusam falling on Sunday, the atmosphere takes on a very different rhythm. Thaipusam is observed by Tamil communities across the world, not just here, but in places like India, Sri Lanka, Singapore, Mauritius, South Africa, and even pockets of Europe and North…
A meditator’s view on money and happiness
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…
Back to school
Oh no! Dollar bears everywhere? Dollar bears seem to be everywhere again and confidence in the greenback is being questioned loudly. In this webinar, I will share what is happening on the ground and why dollar volatility, not dramatic headlines or mainstream narratives, deserves investors’ attention. In my 30 years in this show business, I…
Enjoy the party but know where the exit is
Risk assets continue to climb, largely fueled by money printing and excess liquidity. When capital is cheap and plentiful, asset prices tend to rise often well beyond what fundamentals alone would justify. This kind of environment can persist longer than logic would suggest, which is precisely why bubbles are so convincing while they inflate. Eventually,…
Why “Jack of All Trades” is rarely who you want
I recently hired a handyman to fix a bathroom issue at home. He was confident, reassuring, and quick to say, “No problem, I can handle it.” Unfortunately, he could not. What was meant to be a straightforward fix turned into a bigger mess. In the end, I had to bring in a proper plumbing specialist,…