After nine months warming the bench, the Federal Reserve looks all but certain to cut interest rates by a quarter-point at its upcoming meeting. Cue the angst and armchair economics. What is stirring the pot? The economy seems headed for the odd combo platter of slower growth with higher inflation. Add in higher tariffs that…
Quality over quantity
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Check out this post that I believe may capture the interest of those who have recently joined our community of investors. Quantity does not always translate to quality. When it comes to networks,…
Trump’s tariffs knocked down
Should anyone really be surprised by this twist? According to a BBC piece, a federal appeals court has just struck down Trump’s so-called “Liberation Day” tariffs. What is next on the docket? A Supreme Court showdown because of course, where else would this political soap opera head? Meanwhile, our portfolios? Not held hostage by the…
The Bhagavad Gita
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,…