You are probably reading this because you are looking for answers. Maybe you are subscribed to a guru’s newsletter, hoping to discover the keys to success in 2025. These self-proclaimed experts often offer frameworks wrapped in certainty until reality barges in, and suddenly, everyone’s “long-term vision” needs a quick update. Take the US dollar. It…
Why doing nothing sometimes wins
I came across this in the media, and it serves as a timely reminder of why patience is still one of the most undervalued traits in investing. When markets go through a rough patch as they inevitably do, many investors instinctively reach for the sell button as if it were a fire alarm. The truly…
Decoupling and the global dance with Wall Street
One of the popular themes I have come across repeatedly in my career is decoupling. Well, the idea that investors can reduce reliance on US assets by shifting into fundamentally strong Asia and emerging economies. It is a theme that sounds attractive. Invest where growth is faster and valuations are cheaper. After 30 years in…
Buffett passes the torch
Everyone I know is talking about it. Warren Buffett will retire as CEO of Berkshire Hathaway at the end of 2025, after an incredible 60-year run. The 94-year-old made the announcement at the company’s annual meeting over the weekend, naming vice-chair Greg Abel as his successor. Apparently, neither Abel nor anyone on the board saw…
Survey Monday
In early April 2025, President Donald Trump introduced a sweeping new round of tariffs on the world and marked a significant escalation in the long-running trade war between Washington and Beijing. The move jolted markets and policy circles alike, leaving analysts, investors, and world leaders scrambling to understand the full implications. Is the US truly…