Are things getting bubbly? I have just finished reading another gem by Howard Marks. As the co-founder of Oaktree Capital Management, established in 1995, he is definitely one of my favorite financial writers out there. You can always count on him for insights that make you think. Here is a section: The greatest bubbles usually…

We know that sometimes the markets do not make rational sense. As we step into 2025, the markets remain unpredictable, shaped by shifting geopolitical dynamics, inflation and unexpected macroeconomic events. What will catch investors off guard this year? Volatility creates both opportunities and risks, bullish or bearish. In this webinar, I will share insights into…

In a presentation on alternative investment strategies this morning, someone remarked that broad market benchmarks like the Nasdaq or S&P 500 outperformed some of our absolute return portfolios in 2024. Well, congratulations to them! However, comparing these strategies to market benchmarks is like comparing a marathon runner to a sprinter, they are built for entirely…

Happy New Year! I wish all my investors and partners a 2025 filled with good health, overflowing joy and enough prosperity to make even your accountant crack a smile. Well, setting New Year’s resolutions is like signing up for a gym membership in January. It is a bold move but sticking to it can feel…

It has been a pleasure working with all of you this year, and I want to extend a big thank you for your support throughout 2024. Your engagement and feedback have been invaluable. I have learned a lot from you. This will be my last post for now and do not worry, I’m not disappearing…