I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…
Back to school
I first came across that famous quote by John Maynard Keynes more than three decades ago while studying finance and investments in the US: “When the facts change, I change my mind. What do you do, sir?” Over time, however, I have come to appreciate just how difficult it is to apply in practice. The…
The real world does not care about your titles
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…
Another day at the office despite war drums
Oil was up. Gold was up. Treasuries were up. Stocks and crypto were down. If that feels familiar, it should. That is the classic knee-jerk response to conflict in the Middle East region, a textbook fear-based price action. The hammer fell on Iran! Indeed, the last couple of days gave us another loud cycle of…
Survey Monday
On Saturday night, the US launched a coordinated military strike on three of Iran’s nuclear sites—Fordow, Natanz, and Isfahan, turning a tense weekend into a headline-grabbing geopolitical drama. President Donald Trump made the announcement first on social media then in a televised address that confirmed what many had already seen trending online. In light of…