Jerome Powell and his merry band of accomplices move markets whenever they speak. Stocks are up and bond yields are down whenever they signal that the most powerful central bank in the world will not raise interest rates and may even lower them. The market is down and yields up on any hints that the…

Despite the doom and gloom narrative, what is happening on the ground may be a little different. China continues to offer significant investment opportunities especially for stock pickers as well as high volatility but the decision to invest should be based on individual preferences, risk tolerance, and specific financial goals. A macro manager report landed…

The 60/40 portfolio is often used as a balanced approach to investment, aiming to achieve a reasonable level of return while managing risk. The numbers 60 and 40 represent the percentage allocation between two primary asset classes: stocks and bonds. This allocation is designed to balance the potential for higher returns from stocks with the…

In Walt Disney’s Aladdin, there is a kind-hearted street urchin who spends his time stealing food from the marketplace and a power-hungry Grand Vizier vie for a magical oil lamp that has the power to make their deepest wishes come true. Oh well, if a Genie were to grant you three wishes, what do you…

Over the last couple of weeks, I have presented at several private meetings for investors and urged them to think outside the mainstream. No obligation and lengthy sales pitch. With each session triggering a flood of requests for additional meetings. Every traditional investor faces the same dilemma. Shoot for huge returns and you put way…