It is Sunday and I’m posting this again and honestly, there is no harm in repeating it (unlike checking your phone every 5 minutes). Mobile addiction is becoming a real issue, cutting across age, background, and even battery life. So here is a gentle reminder worth sharing again. While dining at a restaurant with my…
Uncertain Moments
I came across an insightful article by John Mauldin, one of the most widely followed newsletter authors in the investment world. As a student of the markets, I first stumbled upon his work more than 20 years ago, when “Thoughts from the Frontline” was one of the first free investment newsletters distributed via email. I…
The boy who cried wolf
In the classic fable, the boy who cried wolf learns the hard way that lying destroys trust. In some versions, the wolf ends up enjoying a two-course meal, first the sheep, then the boy. Markets had their own “wolf moment” when Trump’s tariff threats sparked a mini-panic, sending stocks scattering like startled sheep. However, after…
You are fired?
Stocks rallied on news that President Trump would not be firing Federal Reserve Chairman Jerome Powell, news that came right after reports that he was seriously considering it. In typical market fashion, a negative was turned into a positive simply by walking it back, which is to say we ended up right where we started,…
Catching the crypto bus
Bitcoin is once again stealing the spotlight, smashing through fresh all-time highs this week and cruising past the USD120,000 mark, doubling in value since July 2024. It did take a quick nap overnight (classic bitcoin, never a dull moment) but sentiment remains strong heading into what could be a pivotal week for crypto. Every bitcoin…