You had better hide that statement from your spouse. The bears are celebrating and what started as a rotation into defensive sectors is beginning to look like a broader correction, and we believe the weakness could continue for a while. If that happens, even some of our highest-conviction trades may come under further pressure. A…

Like billions of people around the world, I have been following the FIFA World Cup and after 30 years in the industry, however, I have realized I have an occupational hazard. Whatever I’m watching, I somehow end up relating it back to investing. Watching the tournament has reminded me that football and investing share more…

While in India a couple of years ago, 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….

Buy the dip or buy the headache? Yikes! Markets have finally taken a breather. The recent pullback in AI and technology stocks has put a number of quality names back on my radar, but before anyone rushes to “buy the dip”, it pays to ask whether this is an opportunity or an expensive lesson in…

One of the best ways to understand meditation is to imagine explaining it to a five-year-old. A child understands rest. After running, the body gets tired. It needs to slow down. In the same way, the mind gets tired too. Meditation is simply how we let the mind rest. I often describe that meditation is…