I’m doing my best to get better every day. Well, I have been reading more half-yearly economic and market reports than summer blockbusters. Frankly, some of these reports have just as much suspense, drama, and unexpected plot twists though with fewer explosions and better charts. Despite a steady drumbeat of geopolitical tension, looming tariff cliffs,…
Teamwork makes the dream work
Lately, I have been meeting with individuals who could be the right fit for our growing team specifically those who would rather spend their time engaging with people than wrestling with spreadsheets or market charts. In short, I’m looking for partners with natural communicators who enjoy prospecting and building relationships. The idea is simple. While…
Diversification is survival
As governments around the world spiral deeper into debt and inflation shifts from an economic glitch to an official policy tool, trust in fiat currencies is eroding at record speed. Central banks, once the guardians of monetary discipline, now seem more like overindulgent enablers of runaway spending. Their credibility? Fading fast. Over dinner recently, a…
A reflection on Guru Purnima
Guru Purnima is a sacred day in the Indian spiritual calendar, celebrated on the full moon of Ashadha (June–July). It is dedicated to expressing gratitude to the guru, the one who dispels darkness (gu = darkness, ru = remover) and guides us toward inner light. Across traditions, it marks a time for disciples to reflect,…
Back to school
Investors today are grappling with one of the most ambiguous environments since the pandemic. On the surface, that sounds like bad news, after all, rampant uncertainty tends to give decision-makers heartburn, especially when figuring out where to park spare cash. However, if the pandemic taught us anything, it is that investors can be remarkably nimble,…