Ray Dalio is one of the brightest minds of our time, a person whose insights I always follow closely. His wealth of knowledge, accumulated through decades of experience, is something I constantly look to for learning and personal growth. While working on my presentation, I came across another article from him worth reading as tariff…
Back to school
The implications of tariffs have been anything but predictable and they just keep coming. Lately, I have been getting a flood of questions about what this means for the US dollar. The most popular one? “Is the dollar going to crash as dedollarization gains momentum?” In this webinar, I will be cutting through the noise…
Where process meets outcome
Investing is not magic, it is mostly discipline, data, and not panicking when things look messy with Trump around. With TM-IM’s analytical system, I have been able to focus on what really matters that is making informed decisions without getting whiplashed by market noise. Now, before you scroll through some of our performance charts, let…
Survey Monday
Has the shine faded from the Magnificent Seven? The flagship names of the US stock market the so-called Magnificent Seven have stumbled out of the gate this year, with share prices dipping across the board. Collectively, the Bloomberg Magnificent Seven Total Return Index has dropped 16% YTD and is more than 20% below its December…
Trade, ego and reality
I was on a video call with some folks from the US. For years, the global trade deal is not perfect but it works. Countries focus on what they are good at, supply chains hum along, and consumers get affordable stuff. Then came President Trump, who decided to rewrite the rules of the game. Half-jokingly,…