I will be on the road and my blog might be taking a little break due to iffy internet connections. Do not worry, I’m not abandoning ship. What if the markets crash while I’m gone? My team are here holding the fort plus my trusty TM-IM system will be on duty, managing those positions like…
When markets lose their cool
It was a weekend to test nerves and margin calls. The crypto market imploded after President Trump dropped his October 10 Truth Social bombshell. A 100% tariff on all Chinese imports, effective November 1 (or sooner, depending on how fiery the next post gets) plus export controls on key software. The move came in retaliation…
When many minds meet
I’m back from a short break. Well, over a few hearty meals and more coffee and tea than I would like to admit, I found myself in deep conversation with my partners, the kind of exchange where ideas bounce, opinions clash (politely), and laughter sneaks in between market talk. It is always refreshing to be…
Hosting friends and investors
I will be taking a brief break from blogging over the next couple of days as I host some special guests visiting from far and wide. Well, it is always a joy and occasionally a scheduling puzzle to welcome friends and fellow investors from abroad. Among them are two of my mentors, both brilliant minds…
When markets turn against us
Nobody likes to lose money. Yet, in investing, losses are part of the game even when we follow the same set of rules that produced winning trades. When we find ourselves down, we do not panic. We focus, adapt, and do whatever we can within reason and discipline to recover. In a meeting with new…