Some of my clients like to tease me about this but I have never been very active on social media. I do not have a Facebook account, no Instagram, and definitely no TikTok. I did open a LinkedIn account many years ago, though for the longest time it felt more like having a library card…
On the fog of war and having second thoughts
He does not post photos of fancy meals, business class flights, or the occasional “look how successful I am” moments unlike some others we see on social media. Edward Yardeni is one of the few experts I follow on LinkedIn, even though I’m not particularly active on that platform myself. When something from him appears…
Back to school
Beneath the headlines, the recent US raid in Venezuela and the escalating confrontation with Iran are about far more than nuclear ambitions or regional rivalries. At their core, these developments reflect the intensifying strategic rivalry between the US and China. Iran and Venezuela have long been important energy partners for China. Moves by Washington are…
The investor’s black belt
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. Obtaining my first black belt in Tae Kwon Do more than 30 years ago marked a significant milestone, demonstrating my dedication and perseverance in the martial…
Making money while the world makes headlines
Global investors have responded in classic fashion, shifting into “risk-off” mode, rotating toward the perceived safe havens of gold, the US dollar and the Swiss franc as war returns to the Middle East. Escalation, rather than de-escalation, currently appears the more probable path, with no ceasefire in sight. These developments add another layer of uncertainty…