With Trump back in the White House, market uncertainty and unpredictability are on the rise. Concerns over tariffs potentially fueling higher inflation and slowing economic growth are weighing on investor sentiment. While tariffs on Canada and Mexico have been postponed by a month, the US proceeded with a 10% tariff on China, prompting immediate retaliation…
Gold fever is back
Gold is on fire towards the long forecasted USD3,000 an ounce amid rising yields and a strong US dollar. A number of our positions have seen solid gains. On a one-year basis, gold has gained more than 30% making it one of the best performing asset classes. With bullish articles on gold popping up everywhere,…
Why is Transcendental Meditation “expensive”?
While in India early last year, I engaged in a rather long conversation with an experienced meditator and teacher from France to inquire about the ease of introducing Transcendental Meditation (TM) in her home country. She pointed out that the initial reluctance of individuals to delve into TM often stems from cost considerations. I conveyed…
Investing in Year of Snake
The Chinese zodiac follows a 12-year cycle, with each year linked to a different animal sign: Rat, Ox, Tiger, Rabbit, Dragon, Snake, Horse, Goat, Monkey, Rooster, Dog, and Pig. Each sign is thought to shape the personality, destiny and fortunes of those born under it. The Year of the Snake slithers into the cycle once…
Survey Monday
A little-known Chinese company, DeepSeek, has unsettled investors with the launch of an AI model that rivals industry leaders like OpenAI and Meta. Even more striking, DeepSeek accomplished this at a fraction of the cost and without access to cutting-edge chips. DeepSeek has had to navigate US semiconductor restrictions, which have blocked China from accessing…